Retirement FAQs

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

  2. How does a pension income drawdown work?

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

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

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

  6. How should a risk-averse investor build a retirement portfolio?

  7. Why are coupon payments considered an annuity?

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

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

  10. Does Medicare provide assistance for patients unable to perform Activities of Daily Living (ADL)?

  11. How is Substantial Gainful Activity (SGA) calculated for those who own their own business?

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

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

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

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

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

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

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

  19. How much of the asset management industry has moved from traditional managers to hedge funds?

  20. Which companies are good to open an IRA Account?

  21. How do I change my contingent beneficiary?

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

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

  24. What is a drawdown arrangement?

  25. If both the primary and contingent beneficiaries are unavailable, what happens to the proceeds?

  26. How do you set up a revocable trust?

  27. Is an annuity a perpetuity?

  28. How can an entrepreneur save for retirement?

  29. What would privatized Social Security mean for Americans?

  30. What is the difference between portfolio management and financial planning?

  31. What is expected to happen to Rupert Murdoch's empire after his death?

  32. What is the difference between a national and a regional investment brokerage?

  33. How do deferred tax assets help in meeting retirement goals?

  34. Are treasury bills a good investment for retirement savings?

  35. Should I use a deferred tax asset for all of my retirement funds?

  36. What is a longevity annuity?

  37. Are annuities for seniors only?

  38. Who is exempt from paying Social Security taxes?

  39. What are the typical durations for a certificate of deposit?

  40. How can retirees protect their wealth in a bear market?

  41. What is the difference between a fixed and variable annuity?

  42. What type of investor should consider annuities?

  43. How does the Canada Pension Plan (CPP) work, and what asset mix does it hold?

  44. What does amortization mean in the context of a pension plan?

  45. How can a reverse mortgage help wealthy and poor retirees?

  46. What can I do if I bought an annuity and don't want it anymore?

  47. Are there penalties for withdrawing monies invested in annuities?

  48. What is an equity-indexed annuity?

  49. What happens to my annuity after I die?

  50. What are the main benefits of a Locked-in Retirement Account (LIRA)?

  51. How is the Social Security trust fund invested?

  52. What are Social Security Credits for and how can I earn them?

  53. When am I eligible to receive Social Security benefits?

  54. How do Social Security benefits for widows or widowers work?

  55. How do Social Security survivor benefits work?

  56. How do I know what Social Security benefits I am eligible for?

  57. What are the Social Security tax caps?

  58. Who is eligible for a Teacher Retirement?

  59. What are the best ways to plan for retirement?

  60. How do Pay As You Go pension plans work?

  61. How can I consolidate my unsecured debt?

  62. What are the rules and restrictions on a Spousal IRA?

  63. Is the Social Security trust fund solvent?

  64. What are the differences between a Pay As You Go plan and a 401(k)?

  65. How do I apply for Social Security retirement benefits?

  66. How do I track my pending application for Social Security benefits?

  67. What are the restrictions for withdrawing my Locked-in Retirement Account (LIRA) balance?

  68. How can I change my name on my Social Security card?

  69. How can I request a Social Security disability award letter?

  70. Must I pay Social Security taxes on my earnings after full retirement age?

  71. Are Social Security benefits affected by unemployment benefits?

  72. When is it optimal to take my widow's Social Security benefit?

  73. Are Social Security survivor benefits for children considered taxable income?

  74. What are the most common scams regarding Social Security benefits?

  75. What happens to a Locked-In Retirement Account (LIRA) in the case of a divorce or separation?

  76. What happens to my Locked-In Retirement Account (LIRA) balance when I die?

  77. Is a Locked-in Retirement Account (LIRA) protected from creditors?

  78. Where can I transfer money from a Locked-in Retirement Account (LIRA) to?

  79. Who can transfer funds to a Locked-in Retirement Account (LIRA)?

  80. How much of my income goes to Social Security taxes?

  81. What are the benefits and advantages of the Teacher Retirement System?

  82. How are payments calculated on a Canadian Pension Plan (CPP)?

  83. What are the main differences between a provident fund and a pension fund?

  84. How are Pay As You Go pension plan benefits taxed?

  85. What are the differences between a systematic investment plan (SIP) and a recurring deposit?

  86. What is the Superintendent's Register of Authorized Institutions?

  87. How can I use my Roth IRA savings to buy my first home?

  88. How are Social Security benefits affected by your income?

  89. Why should I open an IRA?

  90. What is the difference between a DB(k) plan and a 401(k)?

  91. Who manages the assets in a Roth 401(k) account?

  92. How is an SBO-401(k) set up?

  93. What is the tax rate of a Roth IRA if I withdraw it for the purchase of a house?

  94. Can I own Master Limited Partnerships (MLP) on my Roth IRA?

  95. What are the advantages of commodities on a Roth IRA?

  96. Are annuities qualified or nonqualified retirement instruments?

  97. How is a Roth 401(k) taxed?

  98. Can I buy emerging market bonds on my Roth IRA?

  99. Are Simple IRA plans subject to ERISA?

  100. How do I report Simple IRA contributions on a W2?

  • Showing 201-300 of 617 items
  • <<
  • ...
  • 2
  • 3
  • 4
  • ...
  • 7
  • >>
Hot Definitions
  1. Taxable Income

    Taxable income is described as gross income or adjusted gross income minus any deductions, exemptions or other adjustments ...
  2. Chartered Financial Analyst - CFA

    A professional designation given by the CFA Institute (formerly AIMR) that measures the competence and integrity of financial ...
  3. Initial Coin Offering (ICO)

    An Initial Coin Offering (ICO) is an unregulated means by which funds are raised for a new cryptocurrency venture.
  4. The Bernie Madoff Story

    Bernie Madoff ran a multibillion-dollar Ponzi scheme that is considered the largest financial fraud of all time.
  5. Pyramid Scheme

    An illegal investment scam based on a hierarchical setup. New recruits make up the base of the pyramid and provide the funding, ...
  6. Ponzi Scheme

    A fraudulent investing scam promising high rates of return with little risk to investors. The Ponzi scheme generates returns ...
Trading Center