Retirement FAQs

  1. Are target-date funds a good investment?

  2. How do I calculate the future value of an annuity?

  3. Can you borrow from a Vanguard 401(k)?

  4. Are 401(k) accounts escheatable?

  5. Are IRA accounts escheatable?

  6. Does Canada have Social Security numbers?

  7. Should I include inflation-protected securities in my 401(k)?

  8. Are target-date funds (TDFs) actively managed?

  9. Why do financial advisors dislike target-date funds?

  10. How much money does New York make from unclaimed property each year?

  11. Is Social Security inflation-protected?

  12. Is Social Security considered to be welfare?

  13. Are variable annuities protected from creditors?

  14. Are variable annuities tax deferred?

  15. Are variable annuities FDIC insured?

  16. Does having a 529A account disqualify me from receiving other government benefits?

  17. What fees are associated with target-date funds?

  18. Are target-date funds tax efficient?

  19. When are beneficiaries of a will notified?

  20. Do beneficiaries of a trust pay taxes?

  21. Are variable annuities guaranteed?

  22. What are custom target-date funds?

  23. Are variable annuities safe?

  24. Why isn't the cost-of-living adjustment mandatory?

  25. Are variable annuities a good retirement investment?

  26. How safe are variable annuities?

  27. Are Cafeteria plans taxable?

  28. What are the risks of rolling my 401(k) into an annuity?

  29. How do I get out of my annuity and transfer to a new one?

  30. Are Cafeteria plans exempt from Social Security?

  31. How can I determine if a longevity annuity is right for me?

  32. Are continuing care retirement communities accredited?

  33. How are variable annuities taxed at death?

  34. How does a Roth IRA grow over time?

  35. Can dividends be paid out monthly?

  36. Can my IRA be taken in a lawsuit?

  37. Are mutual funds considered retirement accounts?

  38. Can my IRA be garnished for child support?

  39. Why is my 401(k) not FDIC-Insured?

  40. Can I use my IRA savings to start my own savings?

  41. Can creditors garnish my IRA?

  42. How does an IRA grow over time?

  43. Why would someone change their Social Security number?

  44. What are the best ways to sell an annuity?

  45. Are spousal Social Security benefits retroactive?

  46. Can you buy penny stocks in an IRA?

  47. Can my IRA be used for college tuition?

  48. Can I use my IRA to pay for my college loans?

  49. How do you calculate penalties on an IRA or Roth IRA early withdrawal?

  50. Are Social Security payments included in the US GDP calculation?

  51. Where are the Social Security administration headquarters?

  52. What is the Social Security administration responsible for?

  53. What is the Social Security tax rate?

  54. Is the Social Security administration part of the executive branch?

  55. What are the Social Security disability benefits for children with ADHD?

  56. What are the best ways to use your 401(k) without a penalty?

  57. Is my IRA/Roth IRA FDIC-Insured?

  58. How soon should I start saving for retirement?

  59. How is Social Security tax calculated?

  60. Is my IRA protected in a bankruptcy?

  61. Is the Social Security administration a government corporation?

  62. How are Social Security benefits calculated for divorced spouse?

  63. How are spousal benefits calculated for Social Security?

  64. How does divorce affect Social Security benefits?

  65. Can a divorced woman collect Social Security from her ex-husband?

  66. Can a variable annuity be rolled into an IRA?

  67. Can I use my 401(k) to pay for my college loans?

  68. Can I put my IRA in a trust?

  69. Can my company ever be entitled to take my 401(k)?

  70. Are Social Security benefits affected by marriage?

  71. Are variable annuities subject to required minimum distribution (RMD)?

  72. Are Social Security benefits adjusted for inflation?

  73. Can I use my 401(k) as a collateral for a loan?

  74. How can I take a loan from my 401(k)?

  75. How do you rollover/transfer a 401(k) to another 401(k)?

  76. What are the penalties of cashing out a 401(k) before retirement?

  77. What asset allocation should I use for my retirement portfolio?

  78. How does the trust maker transfer funds into a revocable trust?

  79. What is the difference between a revocable trust and a living trust?

  80. For what types of financial instruments would I want to calculate the present value ...

  81. What exact information is included in the interest rate when calculating the present ...

  82. How exactly does one go about revoking a revocable trust?

  83. What is the difference between the present value of an annuity and the future value ...

  84. How do gains from my 401(k) figure into my taxable income?

  85. What is the difference between a revocable trust and an irrevocable trust?

  86. How much will an employer generally contribute to a 401(a) plan?

  87. How can I increase my standard of living in my retirement years?

  88. When can benefits be received from a provident fund?

  89. Is Social Security Income a perpetuity?

  90. What types of investments are allowed in a provident fund?

  91. How does a provident fund compare to U.S. Social Security?

  92. How are benefits from a provident fund taxed?

  93. What is a family Limited Liability Company (LLC)?

  94. What type of asset allocation should I use if I am already retired?

  95. I'm in my 50s. Should I still participate in my company's Roth 401(k)?

  96. How is maintenance of standard of living for survivors accomplished in estate planning?

  97. What happens to my Roth 401(k) if I leave my job?

  98. What is the difference between an intervivos trust and a testamentary trust?

  99. What is the difference between revocable and irrevocable intervivos trusts?

  100. What does a sample plan using the 4% retirement rule look like?

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