Retirement FAQs

  1. I failed to distribute an inherited 401(k) that was found in an audit. What happens ...

  2. Can a spouse who is not named as a beneficiary receive assets from an IRA?

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

  4. If I pass away, will my retirement plan go to my spouse tax free?

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

  6. Is an employee eligible for an SEP if the plan has already been set up for other ...

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

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

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

  10. I inherited a Roth IRA. What are my options for taking distributions from the account?

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

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

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

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

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

  16. Can I roll the funds in an SEP-IRA over to a profit-sharing plan or self-directed ...

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

  18. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

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

  20. Which amount should the brokerage use for the 1099-R?

  21. How does online banking assist with budgeting?

  22. Is my husband's ex-spouse entitled to receive my spouse's retirement benefits?

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

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

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

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

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

  28. I have two jobs. Can I contribute to two SIMPLE IRA plans?

  29. What is the difference between a Keogh and an IRA?

  30. Can IRAs be held jointly by spouses?

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

  32. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

  33. I am considering taking a loan from my qualified retirement plan. What is the definition ...

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

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

  36. I have conservative views on investing. How should I go about investing in a Roth ...

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

  38. How can I reduce the taxes on my inherited retirement assets?

  39. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

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

  41. My spouse and I now earn more than the dual-income limit specified by our IRAs. What ...

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

  43. I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

  44. What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

  45. I have several CDs in my IRA with different maturities. Can I roll them over to another ...

  46. I am the beneficiary of an IRA and a Keogh. Can I combine them into one plan?

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

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

  49. Will I incur a tax penalty when making withdrawls from my IRA in excess of my SEPP?

  50. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. ...

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

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

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

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

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

  56. What are the income limits for Roth IRA contributions?

  57. Can my spouse and I use our IRAs to purchase our first home?

  58. Can I, without tax penalties, use the IRA I inherited from my father to buy a home ...

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

  60. I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA?

  61. Who bears the investment risk in 401(k) plans?

  62. Can an IRA be used as security for a loan?

  63. How do I go about opening up a Roth IRA?

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

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

  66. My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

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

  68. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

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

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

  71. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

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

  73. The company I am working for said that 401(k) contribution can be based on only straight ...

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

  75. What are some of the features and benefits of SEP IRAs and Roth IRAs?

  76. Can I give stock as a gift?

  77. Can my spouse and I combine our Traditional IRAs?

  78. What should I consider when I select an executor for my will?

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

  80. My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

  81. What is estate planning?

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

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

  84. I am a teacher in a public school system and I don't presently have a 403(b) plan, ...

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

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

  87. How can I make sure that past IRS errors have been corrected?

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

  89. Can I roll my 401(k) and/or IRA funds into a more liquid investment fund without ...

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

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

  92. How do I get credit for my retirement plan contributions?

  93. How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

  94. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

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

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

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

  98. How do I "vest" something?

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