Retirement FAQs

  1. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. ...

  2. When should I take my Canadian Pension Plan distributions?

  3. My certificate of deposit (CD) has just matured and I plan to contribute $10,000 ...

  4. Can I roll over my IRA assets to a sheltered Canadian plan?

  5. Is an employee eligible for an SEP if the plan has already been set up for other ...

  6. How do I get credit for my retirement plan contributions?

  7. Can I give stock as a gift?

  8. Can I roll my SEP IRA into a Traditional IRA or should I convert to a Roth?

  9. What is the difference between a ROTH, SEP and Traditional IRA?

  10. Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, ...

  11. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

  12. If I am entitled according to my divorce decree to a percentage of my ex-husband's ...

  13. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

  14. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

  15. What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

  16. I am in the second year of taking SEPP distributions from my IRA. Can I transfer ...

  17. What's the difference between a savings account and a Roth IRA?

  18. I'm 70.5 and still working for my own company. Can I defer starting my required minimum ...

  19. What is the difference between a Keogh and an IRA?

  20. I understand that I can withdraw from a 401k the year I turn 55 without the 10% penalty ...

  21. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

  22. I've heard that workers who don't roll over their 401(k)s after retiring face some ...

  23. Which amount should the brokerage use for the 1099-R?

  24. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

  25. My company has three partners but plans to hire more this year. Would we be better ...

  26. What does the Pension Protection Act of 2006 say about charitable contributions?

  27. Should I start taking my RMD based on the amount in my account when I turn 70.5?

  28. I want to roll over a portion of my retirement plan with my employer and I have been ...

  29. What types of plans allow catch-up contributions?

  30. Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

  31. I overcontributed to my 401(k). What are my options?

  32. What are the "certain requirements" that must be met for substantially equal periodic ...

  33. My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

  34. My uncle died recently. He designated my mother and father as his beneficiaries in ...

  35. How can I make sure that past IRS errors have been corrected?

  36. I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA? ...

  37. Are the deferred earnings in a SIMPLE IRA subject to FICA taxes?

  38. I have just been laid off. Can I use my 401(k) for living expenses now and report ...

  39. I'm worried about the economy and want to move my IRA funds from stocks and bonds ...

  40. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? ...

  41. What are some of the features and benefits of SEP IRAs and Roth IRAs?

  42. The company I am working for said that 401(k) contribution can be based on only straight ...

  43. I have several Roth IRA conversions, each with different custodians. When I spoke ...

  44. I'm having trouble getting my former employer to distribute my 401(k) plan balance ...

  45. Can IRAs be held jointly by spouses?

  46. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution ...

  47. I just learned that my 2004 and 2005 Roth IRA contributions are not allowed because ...

  48. I have two jobs. Can I contribute to two SIMPLE IRA plans?

  49. I just opened an IRA. What can I do to help my money grow?

  50. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

  51. I work for a university, and I have a 403(b) with TIAA-CREF. But TIAA-CREF says I ...

  52. How do I go about opening up a Roth IRA?

  53. I am over 60 years old and have a Roth IRA to which I have made contributions for ...

  54. How do I sign up for the saver's tax credit?

  55. My spouse and I now earn more than the dual-income limit specified by our IRAs. What ...

  56. I am 61 years old and would like to contribute to my employer's 401(k) plan. Is there ...

  57. Can I contribute to my company-sponsored 401(k) after the company's year-end but ...

  58. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

  59. Can I leave my pension to my spouse when I pass away?

  60. Can I return funds to my Traditional IRA after taking a distribution?

  61. What kinds of investments are allowed in a qualified retirement plan, and what kinds ...

  62. Is it permissible for a 70-year-old person to buy an IRA?

  63. I have conservative views on investing. How should I go about investing in a Roth ...

  64. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

  65. Can a spouse who is not named as a beneficiary receive assets from an IRA?

  66. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

  67. I stopped distributions from my retirement account while under Rule 72(t). Will this ...

  68. Can an IRA beneficiary roll the IRA over into another account and designate another ...

  69. Can my spouse and I combine our Traditional IRAs?

  70. Can I return funds to my Roth IRA after I have taken it as a distribution?

  71. How can a trust lower federal transfer tax liability?

  72. How can I get information about my deceased husband's retirement account if his employer ...

  73. How do I "vest" something?

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