Retirement FAQs

  1. My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. ...

  2. I am in the second year of taking SEPP distributions from my IRA. Can I transfer ...

  3. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

  4. I retired and transferred part of my pension distribution to a Roth IRA. If I am ...

  5. Can I return funds to my Roth IRA after I have taken it as a distribution?

  6. I'm worried about the economy and want to move my IRA funds from stocks and bonds ...

  7. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

  8. Can I pull out most of my assets from my IRA and use the cash as long as I replace ...

  9. Can a person who is retired continue to fund an IRA?

  10. What are some common and useful retirement planner designations? Are they expensive ...

  11. If a trust is named as the beneficiary of an IRA, can the trustee of that trust become ...

  12. My company has three partners but plans to hire more this year. Would we be better ...

  13. Can I have a self-directed IRA or Roth IRA using the forex market?

  14. What's the difference between a savings account and a Roth IRA?

  15. Where can I find information on multiple annual additions for someone employed by ...

  16. Why should I bother creating a budget?

  17. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

  18. I work for a university, and I have a 403(b) with TIAA-CREF. But TIAA-CREF says I ...

  19. My company is the trustee of our 401k plan (which has 112 participants). What are ...

  20. Does participation in a 401(k) plan prevent an individual from contributing to a ...

  21. I have several Roth IRA conversions, each with different custodians. When I spoke ...

  22. I plan to retire in March 2005 at the age of 59.75. When and what percentage or dollar ...

  23. Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

  24. Should I put money into a retirement account even if it isn't tax deductible?

  25. I want to purchase a five-year period certain single premium immediate annuity (SPIA) ...

  26. I just learned that my 2004 and 2005 Roth IRA contributions are not allowed because ...

  27. What does the Pension Protection Act of 2006 say about charitable contributions?

  28. Can I roll my SEP IRA into a Traditional IRA or should I convert to a Roth?

  29. Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

  30. I converted my former IRA to a Roth for tax purposes in 1998, so even though the ...

  31. If I am entitled according to my divorce decree to a percentage of my ex-husband's ...

  32. I am over 60 years old and have a Roth IRA to which I have made contributions for ...

  33. I am 59 (not 59.5) and my husband is 65. We have participated in a SIMPLE IRA with ...

  34. What procedure applies to a taxpayer who made excess contributions for 2001, 2002, ...

  35. Are the deferred earnings in a SIMPLE IRA subject to FICA taxes?

  36. I am 61 years old and would like to contribute to my employer's 401(k) plan. Is there ...

  37. I have just been laid off. Can I use my 401(k) for living expenses now and report ...

  38. What will happen to my SEP IRA if I leave my current employer?

  39. When am I not required to submit a social security number on my tax return?

  40. I have two Roth IRAs, one of which has a balance that is much less than the total ...

  41. I want to roll over a portion of my retirement plan with my employer and I have been ...

  42. How does online banking assist with budgeting?

  43. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? ...

  44. Is it permissible for a 70-year-old person to buy an IRA?

  45. Can I roll over a profit-sharing plan to an SEP IRA account without suffering any ...

  46. If an individual still has his or her former spouse as the beneficiary of an IRA, ...

  47. Are there tax penalties for closing my Roth IRA account?

  48. Once substantially equal periodic payments (SEPP) of an IRA have started, is the ...

  49. How do my siblings and I receive inherited pension benefit payments from our deceased ...

  50. I'm 70.5 and still working for my own company. Can I defer starting my required minimum ...

  51. I just opened an IRA. What can I do to help my money grow?

  52. What's the best kind of IRA for a 20-something?

  53. Can I return funds to my Traditional IRA after taking a distribution?

  54. Can you have a 403(b) and also contribute to a 401(k)?

  55. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

  56. I'm an 80 year old making increasing required minimum distribution (RMD) tax payments. ...

  57. What is the best retirement plan option for a physician with her own practice, employees ...

  58. I have several jobs. Can I contribute the maximum to multiple employer retirement ...

  59. Can an IRA beneficiary roll the IRA over into another account and designate another ...

  60. Do I need to hit my 401(k) contribution limit before I can begin making catch-up ...

  61. What kinds of investments are allowed in a qualified retirement plan, and what kinds ...

  62. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

  63. Can investment real estate be purchased within an IRA and, if so, are there any pitfalls?

  64. I participate in a profit-sharing plan at work. If I retire at age 62, will I be ...

  65. I didn't record my Traditional IRA contributions. Is there a website that lists ...

  66. If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

  67. Can I contribute to my company-sponsored 401(k) after the company's year-end but ...

  68. Do I have to continue SEPPs for an inherited IRA?

  69. I am rolling my 401(k) into an IRA. After a year, can I convert this amount to a ...

  70. What are the exceptions to the early distribution penalty for a non-qualified Roth ...

  71. Can I give stock as a gift?

  72. Can a creditor seize my retirement savings?

  73. How can I get information about my deceased husband's retirement account if his employer ...

  74. How do I "vest" something?

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