Retirement FAQs

  1. Is a 408 (k) the same as a Simplified Employee Pension (SEP)?

  2. Where is the Bureau of Labor Statistics located?

  3. What is the difference between a 408 (k) plan and a 401 (k) plan?

  4. Is it possible to obtain a loan from a qualified retirement plan?

  5. How does a qualified retirement plan early distribution work?

  6. What is a 401(k) rollover?

  7. Are qualified pension plans taxable?

  8. What are my main rights as a 401(k) plan participant?

  9. If I contribute to a 401(k) plan, can I still contribute to an individual retirement ...

  10. What information does my employer have to give me regarding my 401(k) plan?

  11. What's the difference between a 401(k) and a Roth IRA?

  12. What happens to my 401(k) plan if I switch jobs?

  13. Can I roll over the 401(k) money from my old job into my new company's plan?

  14. What is the difference between a 401(k) plan and a 403(b) plan?

  15. Why were 401(k) plans created?

  16. Is there a minimum I have to contribute to my 401(k) plan?

  17. What's the difference between a 401(k) and a pension plan?

  18. Do I need an employer to set up a 401(k) plan?

  19. What is the difference between a 401(k) plan and a 457 plan?

  20. What does it mean if my 401(k) plan has been frozen?

  21. What is the penalty for taking money out of my 401(k) before I'm 59 years old?

  22. Will I have to pay taxes on my 401(k) plan if I quit my job?

  23. What is the maximum I can contribute to my 401(k) plan?

  24. Is the cost of living adjustment (COLA) mandatory?

  25. Can I still set up an SEP if one of my employees refuses to participate?

  26. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

  27. Can I roll a Traditional IRA into a 529 college account for my grandchild?

  28. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

  29. I want to close my IRA account. What percentage will I lose to tax?

  30. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

  31. I am starting a limited liability company (LLC). I will be the sole member. Can I ...

  32. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

  33. What effect will a prenuptial agreement have on a 401(k)?

  34. I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

  35. If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

  36. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

  37. What is a good book on creating a trust that would qualify as the beneficiary for ...

  38. Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

  39. Can I contribute to both a 401(k) and an IRA?

  40. I have a small business (LLC), which I operate part-time. I also work full time for ...

  41. If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

  42. Can 529 plans be used to transfer wealth to other family members if the original ...

  43. My spouse has little/no income. Can I contribute to my spouse's IRA?

  44. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA ...

  45. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

  46. What is the difference between a Traditional and a Roth IRA?

  47. Should I collect early Social Security?

  48. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

  49. Are there special benefits for U.S. armed forces personnel?

  50. I work for two companies. How much can I contribute to each company's SIMPLE IRA?

  51. Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

  52. How can I budget for both short-term expenses and long-term goals?

  53. What happens during the consolidation phase of an investor's life cycle?

  54. Can I donate stock to charity?

  55. Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

  56. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

  57. Is it wise to put an IRA account into a fixed or variable annuity?

  58. What does a "5 by 5" power in a trust document mean?

  59. I own a small business. Can the SBO-401(k) work for me?

  60. My husband left his ex-wife as his retirement plan beneficiary. Can this be changed?

  61. What pension benefits are available to military personnel?

  62. What is cliff vesting?

  63. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

  64. Can an employer adopt a different type of retirement plan for each employee?

  65. Is my 403(b) account owned by me or by the institution?

  66. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

  67. If there are two plans and one is terminated, creating a distributable event, can ...

  68. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

  69. Are my IRAs secure against possible liens?

  70. Can high-income earners deduct yearly defined-benefit plan contributions of over ...

  71. What are the requirements that a trust needs to meet to be qualified?

  72. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

  73. I overcontributed to my Roth, then lost half of this money to the market. Does the ...

  74. Where can I find information on how to distribute my deceased parent's assets?

  75. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

  76. Why is there a cap on the Federal Insurance Contribution (FICA) tax?

  77. Will I pay taxes on my Social Security payouts?

  78. Can I deduct my Individual Retirement Account (IRA) contribution on my tax return?

  79. Can I contribute to a Roth IRA and still participate in my employer-sponsored retirement ...

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

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

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

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

  84. Why is Social Security running out of money?

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

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

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

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

  89. Are 401(k) loans taxed?

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

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

  92. How do I retire?

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

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

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

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

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

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

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

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

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