Retirement FAQs

  1. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase land and a house, do I have to pay a penalty on this distribution? What kind of form will I need to file with my taxes, showing the IRS that $10,000 went toward a home?

  2. What is the difference between a 401(a) and a 401(k)?

  3. Can my spouse and children collect my Social Security when I die?

  4. What rate of return should I expect on my 401(k)?

  5. I want to transfer my house title to my child, what are the costs and tax consequences of doing so?

  6. What are the maximum Social Security disability benefits?

  7. What's the difference between a 401(k) and a Roth IRA?

  8. Why are IRA, Roth IRAs and 401(k) contributions limited?

  9. Where else can I save for retirement after I max out my Roth IRA?

  10. Are My Social Security disability benefits taxable?

  11. Is it a good idea to add a reverse mortgage to your retirement strategy?

  12. Will quitting your job hurt your 401(k)?

  13. When can I withdraw my IRA money?

  14. Are spousal Social Security benefits taxable?

  15. Can I take money from my 401(k) to pay taxes?

  16. Do tax brackets include Social Security?

  17. Are Social Security benefits taxable after age 62?

  18. Can I borrow from my annuity to put a down payment on a house?

  19. What is the average cost of a making a will?

  20. Can I offer hedge funds in my employees' 401(k) plan?

  21. How often should I rebalance my retirement account?

  22. Should I offer alternative investments to my employees?

  23. Are target-date retirement funds good investments?

  24. Can personal loans be included in bankruptcy?

  25. Can a 401(k) be taken in bankruptcy?

  26. Are 401(k) rollovers taxable?

  27. Who offers 401(k) plans?

  28. Are 401ks FDIC insured?

  29. Can you make catch-up contributions to a Roth IRA?

  30. Can you make tax-free withdrawals from your 401(k)?

  31. Are catch-up contributions allowed for SEP IRAs?

  32. Do variable annuities have RMDs?

  33. How can you reclaim escheated, or unclaimed, property?

  34. What are the dormancy and escheatment rules for IRAs?

  35. Are Canadian Pension Plans inflation-protected?

  36. Are donations escheatable?

  37. What are the dormant account and escheat rules for 401(k) plans?

  38. How long does a stock account have to be dormant before it can be escheated?

  39. Can variable annuities be rolled into an IRA?

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

  41. Are 401(k) accounts escheatable?

  42. Are IRA accounts escheatable?

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

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

  45. Is Social Security inflation-protected?

  46. Is Social Security considered to be welfare?

  47. Are variable annuities protected from creditors?

  48. Are variable annuities tax deferred?

  49. Are variable annuities FDIC insured?

  50. Are variable annuities guaranteed?

  51. Are variable annuities safe?

  52. Is the cost-of-living adjustment (COLA) mandatory?

  53. Are variable annuities a good retirement investment?

  54. How safe are variable annuities?

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

  56. Are Cafeteria plans exempt from Social Security?

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

  58. How are variable annuities taxed at death?

  59. Can my IRA be taken in a lawsuit?

  60. Are mutual funds considered retirement accounts?

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

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

  63. How does an IRA grow over time?

  64. Are spousal Social Security benefits retroactive?

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

  66. Why would someone change their Social Security number?

  67. Can you buy penny stocks in an IRA?

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

  69. Can my IRA be used for college tuition?

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

  71. What is the Social Security administration responsible for?

  72. What is the Social Security tax rate?

  73. Where are the Social Security administration headquarters?

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

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

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

  77. Is my IRA protected in a bankruptcy?

  78. Is the Social Security administration a government corporation?

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

  80. How are spousal benefits calculated for Social Security?

  81. How does divorce affect Social Security benefits?

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

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

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

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

  86. Are Social Security benefits adjusted for inflation?

  87. Are Social Security benefits affected by marriage?

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

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

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

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

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

  93. For what types of financial instruments would I want to calculate the present value of an annuity?

  94. What exact information is included in the interest rate when calculating the present value of an annuity?

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

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

  97. Why would I need to calculate the present value of an annuity?

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

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

  100. Is Social Security Income a classified as a perpetuity?

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