Retirement FAQs

  1. At what age will I be eligible for the maximum Social Security payout?

  2. Can I take money out of my Individual Retirement Account (IRA) while working?

  3. What's the difference between an individual retirement account (IRA) and an annuity?

  4. What's the difference between an individual retirement account (IRA) and a certificate ...

  5. Why is Social Security running out of money?

  6. Can my spouse and children collect my Social Security when I die?

  7. How can I fund A Roth IRA if my income is too high to make direct contributions?

  8. If I don't have any kids and want to leave all of my worldly possessions to my dog, ...

  9. How do I list the beneficiaries of my life insurance policies if I have a trust?

  10. Are 401(k) loans taxed?

  11. What should you do when you're five years from retiring?

  12. What are the differences between a 401K and an IRA?

  13. How do I retire?

  14. I want to transfer my house title to my child, what are the costs and tax consequences ...

  15. What are Government Pension Offsets, and who is subject to them?

  16. How do you plan for retirement if you have multiple employers? Can you combine retirement ...

  17. I have a 403(b) from a old employer. I would like to convert it to a 401(k). How ...

  18. Our broker switched firms in the middle of 2011. As a result we lost track of our ...

  19. How can I start an IRA for my child?

  20. What is the difference between qualified and non-qualified plans?

  21. Which investment would be most suitable for a client investing for retirement and ...

  22. The reason why ERISA qualified plans should have an investment policy statement is ...

  23. How do 401(k) loans work?

  24. What are the exceptions to the premature withdrawal penalty rules for IRA accounts?

  25. Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?

  26. When is it a good idea to use an irrevocable life insurance trust?

  27. I have a profit-sharing plan with my former employer. I am now trying to buy a home. ...

  28. How does an employer benefit from a 401(k) matching plan?

  29. Why is accidental life insurance so inexpensive?

  30. What is the "stretch IRA" concept?

  31. What are the pros/cons of naming a trust as the beneficiary of a retirement account?

  32. What is the difference between early retirement and full retirement as it applies ...

  33. All of the following are allowable deductions used in determining taxable estate ...

  34. If my spouse passes away, will I have to sell my home to meet creditor obligations?

  35. When is the best time to purchase long-term care insurance?

  36. What documents should I have ready in case my partner or I should die?

  37. Which of the following accounts does ERISA cover?

  38. What is the "three-legged stool"?

  39. What is pension maximization?

  40. Which statement(s) is/are FALSE about market risk?

  41. What is long-term care?

  42. What are activities of daily living (ADL)?

  43. Why should I invest in the market when I can buy and sell houses or cars?

  44. A lot of retirement projections seem to assume an 8% rate of return. Is this realistic?

  45. Should a Canadian citizen who lives and works in the U.S. continue to contribute ...

  46. How do I use a conduit IRA?

  47. We are in a 401(k) at work. Can we also do a Roth each year? If we can, can it also ...

  48. Do I still have to pay penalties and taxes on money that I don't roll over from a ...

  49. Is a person an active participant in an employer-sponsored retirement plan if he ...

  50. What are the penalties for withdrawing from my Traditional IRA less than a year after ...

  51. Am I entitled to any of my ex-spouse's retirement plan benefits?

  52. What happens when someone is given the golden boot?

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

  54. I'm about to retire. If I pay off my mortgage with after-tax money I have saved, ...

  55. How do I sign up for the saver's tax credit?

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

  57. Can I move my IRA to a better income-producing opportunity?

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

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

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

  61. Upon my death, will the beneficiaries of my IRA be compelled to take the entire amount ...

  62. Should I start taking my RMD based on the amount in my account when I turn 70.5?

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

  64. I overcontributed to my 401(k). What are my options?

  65. Can I establish more than one IRA?

  66. Can the non-spouse beneficiary of an IRA name a successor beneficiary?

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

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

  69. I understand that I can withdraw from a 401k the year I turn 55 without the 10% penalty ...

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

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

  72. After receiving a required distribution when and how are my taxes affected?

  73. Can I roll over my IRA assets to a sheltered Canadian plan?

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

  75. I stopped distributions from my retirement account while under Rule 72(t). Will this ...

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

  77. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

  78. How can a trust lower federal transfer tax liability?

  79. I'm having trouble getting my former employer to distribute my 401(k) plan balance ...

  80. I made involuntary contributions to a retirement plan while temporarily employed. ...

  81. I am making after-tax contributions to an IRA. Will I get taxed again when I withdraw ...

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

  83. What are the rules and reporting requirements for a rollover of a required minimum ...

  84. Why should investors pick less risky investments as they approach retirement?

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

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

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

  88. If an IRA owner dies after starting required minimum distributions (RMD) but the ...

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

  90. My certificate of deposit (CD) has just matured and I plan to contribute $10,000 ...

  91. I didn't earn any income this year. Can I still contribute to a Roth?

  92. My uncle died recently. He designated my mother and father as his beneficiaries in ...

  93. Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, ...

  94. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution ...

  95. What is the difference between a ROTH, SEP and Traditional IRA?

  96. Can I hold non-dollar currencies in my retirement fund?

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

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

  99. Can my spouse and I convert our IRAs to Roth IRAs regardless of earned income?

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

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