Retirement FAQs

  1. Is my IRA protected in a bankruptcy?

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

  3. How are spousal benefits calculated for Social Security?

  4. How does divorce affect Social Security benefits?

  5. Can I take my 401(k) in a lump sum?

  6. Can I put my IRA in a trust?

  7. Can I take my 401(k) to buy a house?

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

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

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

  11. Can my child have an IRA/Roth IRA?

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

  13. Are Social Security benefits affected by marriage?

  14. Are Social Security benefits taxable after age 62?

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

  16. Are Social Security benefits adjusted for inflation?

  17. Are my Social Security disability benefits taxable?

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

  19. Can I take my 401(k) to buy a house for my children?

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

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

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

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

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

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

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

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

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

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

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

  31. Does my employer's matching contribution count towards the maximum I can contribute ...

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

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

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

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

  36. Is Social Security Income a perpetuity?

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

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

  39. How are benefits from a provident fund taxed?

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

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

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

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

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

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

  46. What are the differences between a Chartered Financial Analyst (CFA) and a Certified ...

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

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

  49. What are the tax advantages of a Roth 401(k) over an IRA or traditional 401(k)?

  50. Can I have a short put position in my IRA?

  51. How much can I contribute to my Roth 401(k)?

  52. Will I make more money in a Roth 401(k) or a traditional 401(k)?

  53. Are all disabilities treated the same for Substantial Gainful Activity (SGA) thresholds?

  54. How does a revocable trust become a split-interest trust?

  55. How much of an institutional pension fund's portfolio is typically investing in real ...

  56. What is the difference between a custodian bank and a self-directed retirement account ...

  57. What happens when a will and a revocable trust conflict?

  58. In which countries do high-income earners pay the most tax?

  59. How does the Social Security Administration determine the Substantial Gainful Activity ...

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

  61. Why would an employer offer a 401(a) plan?

  62. What are the IRS guidelines on the 401(a)?

  63. How is the provident fund funded?

  64. How are contingent beneficiaries informed of a payout?

  65. How can I get a "pensionado" visa to retire in Costa Rica?

  66. What are the financial benefits of retiring in Panama?

  67. What are the financial benefits of retiring in the Philippines?

  68. How can I get a 'pensionado' visa to retire in Costa Rica?

  69. Do I need to file an income tax return every year?

  70. What are the restrictions for naming a given individual as my contingent beneficiary?

  71. How does a pension income drawdown work?

  72. If I retire in the Philippines, will I be able to work or start a small business?

  73. What is Substantial Gainful Activity (SGA) and why is it important?

  74. Does Manchester United (MANU) own Old Trafford stadium?

  75. What option strategies can I use to earn additional income when investing in the ...

  76. How do you mediate a dispute between primary and contingent beneficiaries of a trust?

  77. What incentives are there for a given country to enforce sustainable growth rate ...

  78. Should I invest in penny stocks or large cap stocks for my retirement portfolio?

  79. What is the difference between the death benefit and cash value of an insurance policy?

  80. How is Substantial Gainful Activity (SGA) calculated for those who own their own ...

  81. What is fiduciary liability insurance, and what are its benefits?

  82. Why are insurance companies and pension funds considered financial instruments?

  83. Can I stop working to decrease my Substantial Gainful Activity (SGA)?

  84. Should I purchase a master limited partnership (MLP) in my retirement account?

  85. What are the tax implications of owning a master limited partnership (MLP)?

  86. How should I invest the money I keep on my IRA?

  87. What documents I need to transfer an IRA/SEP/SIMPLE to a Traditional IRA?

  88. Is there a limit on how much I can move from my IRA to my Roth IRA?

  89. What does U.S. law say about contingent beneficiaries?

  90. How much of the asset management industry has moved from traditional managers to ...

  91. Places where I can open an IRA Account?

  92. How do I change my contingent beneficiary?

  93. Is a treasury bond a good investment for retirement?

  94. What is a drawdown arrangement?

  95. If both the primary and contingent beneficiaries are unavailable, what happens to ...

  96. What kinds of assets can be included in a revocable trust?

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

  98. How do you set up a revocable trust?

  99. How can an entrepreneur save for retirement?

  100. Is an annuity a perpetuity?

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