Retirement FAQs

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

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

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

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

  5. How is the provident fund funded?

  6. How are contingent beneficiaries informed of a payout?

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

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

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

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

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

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

  13. How does a pension income drawdown work?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  33. Places where I can open an IRA Account?

  34. How do I change my contingent beneficiary?

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

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

  37. What is a drawdown arrangement?

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

  39. How do you set up a revocable trust?

  40. How can an entrepreneur save for retirement?

  41. Is an annuity a perpetuity?

  42. What would privatized Social Security mean for Americans?

  43. What types of insurance policies have contingent beneficiaries?

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

  45. Under what circumstances will a contingent beneficiary receive an insurance payout?

  46. What happened to Nathan Rothschild's estate after his death?

  47. What are the best ways to pay off my mortgage quickly?

  48. What are the differences between a revocable trust and a will?

  49. What happened to Bernard Baruch's estate after his death?

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

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

  52. What are the best ways to pay less income tax?

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

  54. Who does Warren Buffett plan to bequeath his estate to?

  55. How are yields taxed on a certificate of deposit (CD)?

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

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

  58. What are the most common deferred tax assets used by individuals?

  59. What are the top Social Security scams targeted at the elderly?

  60. Is there any way to opt out of paying Social Security?

  61. What is a longevity annuity?

  62. Are annuities for seniors only?

  63. Are part-time employees eligible for fringe benefits?

  64. Who is exempt from paying Social Security taxes?

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

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

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

  68. What type of investor should consider annuities?

  69. How does the invisible hand phenomenon affect investment markets?

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

  71. What are some examples of common fringe benefits?

  72. Can trust funds be activated before the grantor intended?

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

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

  75. What are the keys to setting up a trust fund?

  76. What are typical trust fund management fees?

  77. Are dividends the best way to make money for retirement?

  78. How are trust fund earnings taxed?

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

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

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

  82. What is an equity-indexed annuity?

  83. What happens to my annuity after I die?

  84. Can I purchase mutual funds for my IRA?

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

  86. What's the difference between a financial advisor and a financial planner?

  87. What are the main differences between Social Security Benefits & Social Security ...

  88. How do Social Security survivor benefits work?

  89. Who is eligible for a Teacher Retirement?

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

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

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

  93. How is the Social Security trust fund invested?

  94. What are the Social Security tax caps?

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

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

  97. How can I consolidate my unsecured debt?

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

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

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

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