Retirement FAQs

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  22. How does online banking assist with budgeting?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  51. Can I give stock as a gift?

  52. Can a creditor seize my retirement savings?

  53. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without ...

  54. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

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

  56. When should I take my Canadian Pension Plan distributions?

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

  58. My mother inherited my father's IRA. When she died, I received an account application ...

  59. What is the five-year waiting rule for Roth IRAs?

  60. I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

  61. What types of plans allow catch-up contributions?

  62. Can I leave my pension to my spouse when I pass away?

  63. What is estate planning?

  64. Who qualifies as "single" for tax or retirement purposes when spouses do not live ...

  65. Can I establish more than one IRA?

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

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

  68. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

  69. What are the "certain requirements" that must be met for substantially equal periodic ...

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

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

  72. Can an IRA owner disclaim his widow's account but exclude one spendthrift contingent ...

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

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

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

  76. How do I "vest" something?

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