Retirement FAQs

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  16. Why should I open an IRA?

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

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

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

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

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

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

  23. Are annuities qualified or nonqualified retirement instruments?

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

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

  26. Are Simple IRA plans subject to ERISA?

  27. What are the Roth IRA limits for 2014?

  28. Do the limits of a Roth IRA change every year?

  29. How can you borrow from a Roth IRA?

  30. What are the differences between a Simple IRA and a Traditional IRA?

  31. Can I obtain a Simple IRA if I am self-employed?

  32. Are Simple IRA taxes the same as traditional IRA taxes?

  33. What are the main differences between a Registered Retirement Income Fund (RRIF) and a life annuity?

  34. Can I hold multiple IRAs?

  35. Is an IRA a qualified plan?

  36. Do IRA contributions reduce average gross income (AGI)?

  37. Can I invest my IRA in an entity, business or LLC?

  38. What are the differences between a self-directed IRA and a traditional IRA?

  39. What are the main disadvantages of a self-directed IRA?

  40. Can I use my self-directed IRA to take out a loan?

  41. What are the contribution limits for a Spousal IRA?

  42. Is a 401(k) a qualified retirement plan?

  43. What are the Roth 401(k) contribution limits?

  44. Can savings from a Roth 401(k) be used for college without penalty?

  45. How can I convert a 401(k) into a Roth 401(k)?

  46. What are the main differences between a Roth 401(k) and a Roth IRA?

  47. How do I roll over my Roth 401(k) into a Roth IRA or IRA?

  48. Are Roth 401(k) plans matched by employers?

  49. When is a Roth 401(k) better than a traditional 401(k)?

  50. Is an individual/independent 401(k) a qualified plan?

  51. Who is eligible for an independent/individual 401(k)?

  52. What are the deadlines for contributing to my Roth IRA?

  53. What are the income limits for a Roth IRA in 2014?

  54. What are some examples of the most common assets on a Roth IRA?

  55. What are the contribution limits on a Simple IRA?

  56. When are Simple IRA contributions due?

  57. How can I change the information on my Social Security card?

  58. Are Social Security benefits taxable?

  59. How do I open an IRA?

  60. Who is eligible to open an IRA?

  61. What are some examples of how I could use my IRA savings for college?

  62. How do I invest my IRA in real estate?

  63. What are the main advantages of a self-directed IRA?

  64. How do I roll over a spousal IRA?

  65. What are the rules when applying a stretch IRA strategy?

  66. What should you consider before taking a loan on your Registered Retirement Savings Plan (RRSP)?

  67. How does a Registered Retirement Savings Plan (RRSP) loan work?

  68. How does a Registered Retirement Income Fund (RRIF) work?

  69. How is a Registered Retirement Income Fund (RRIF) taxed?

  70. Are qualified retirement plans protected from creditors?

  71. Is a Thrift Savings Plan (TSP) a qualified retirement plan?

  72. Is a Registered Retirement Savings Plan (RRSP) taxable in the U.S.?

  73. What are the main reasons not to get a Registered Retirement Savings Plan (RRSP)?

  74. What are the main reasons to obtain a Registered Retirement Savings Plan (RRSP)?

  75. How and when can you convert a Registered Retirement Savings Plan (RRSP) into a Registered Retirement Income Fund (RRIF)?

  76. How are Registered Retirement Saving Plans (RRSPs) taxed?

  77. When do Registered Retirement Income Fund (RRIF) payments start and when do they end?

  78. What are the differences between a Registered Retirement Savings Plan (RRSP) and a Tax Free Savings Account (TFSA)?

  79. Who is eligible for a qualified retirement plan?

  80. Is an ESOP a qualified retirement plan?

  81. What are the Registered Retirement Savings Plan (RRSP) contribution limits?

  82. What are the penalties for early withdrawal from a Registered Retirement Savings Plan (RRSP) ?

  83. When can you withdraw your savings from a Registered Retirement Savings Plan (RRSP)?

  84. What are the main differences between a Registered Retirement Savings Plan (RRSP) and a Registered Retirement Income Fund (RRIF)?

  85. What are the differences between Canada Pension Plans (CPP) and Social Security Benefits?

  86. How can you get your Canada Pension Plan (CPP) payments early?

  87. How does a Simplified Employee Pension (SEP) IRA work?

  88. How are Simplified Employee Pension (SEP) IRAs taxed?

  89. How does a Simplified Employee Pension (SEP) plan work?

  90. Who is eligible for Canada Pension Plan benefits?

  91. What are Canada Pension Plan contribution requirements and rules?

  92. Are contributions to Registered Pension Plans (RPPs) tax deductible?

  93. Is a Simplified Employee Pension (SEP) part of the Employee Retirement Income Security Act (ERISA)?

  94. What are the main differences between a Simplified Employee Pension (SEP) IRA and a Traditional IRA?

  95. What are the main differences between a Simplified Employee Pension (SEP) IRA and a Simple IRA?

  96. When are Simplified Employee Pension (SEP) IRA contributions due?

  97. What are the steps to applying for a Canada Pension Plan (CPP)?

  98. What are the Simplified Employee Pension (SEP) IRA contribution limits?

  99. Who is eligible to obtain a Simplified Employee Pension (SEP) IRA?

  100. What is the difference between a DB(k) plan and a defined benefit plan?

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