Retirement FAQs

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  15. How is the provident fund funded?

  16. How are contingent beneficiaries informed of a payout?

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

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

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

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

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

  22. How does a pension income drawdown work?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  41. Places where I can open an IRA Account?

  42. How do I change my contingent beneficiary?

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

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

  45. What is a drawdown arrangement?

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

  47. How do you set up a revocable trust?

  48. How can an entrepreneur save for retirement?

  49. Is an annuity a perpetuity?

  50. What would privatized Social Security mean for Americans?

  51. What types of insurance policies have contingent beneficiaries?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  66. Are annuities for seniors only?

  67. What is a longevity annuity?

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

  69. Who is exempt from paying Social Security taxes?

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

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

  72. What type of investor should consider annuities?

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

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

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

  76. What are some examples of common fringe benefits?

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

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

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

  80. What are typical trust fund management fees?

  81. How are trust fund earnings taxed?

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

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

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

  85. What is an equity-indexed annuity?

  86. What happens to my annuity after I die?

  87. Can I purchase mutual funds for my IRA?

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

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

  90. How can I consolidate my unsecured debt?

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

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

  93. How do Social Security survivor benefits work?

  94. Who is eligible for a Teacher Retirement?

  95. How is the Social Security trust fund invested?

  96. What are the Social Security tax caps?

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

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

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

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

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