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

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

    Learn how the IRS treats Canadian Registered Retirement Savings Plans that are held by U.S. citizens or residents, and discover ...
  2. Are Simple IRA plans subject to ERISA?

    Are Simple IRA plans subject to ERISA?

    Learn how the Employee Retirement Investment Security Act, or ERISA, guides the administration of Savings Incentive Match ...
  3. Can I obtain a Simple IRA if I am self-employed?

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

    Investing for retirement when self-employed can be in a SIMPLE IRA, a SEP IRA or a 401(k) plan, depending on the scenario ...
  4. What are the differences between a self-directed IRA and a traditional IRA?

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

    Explore the investment options available to and restrictions on account holders who choose a self-directed IRA as their retirement ...
  5. Who is eligible for an independent/individual 401(k)?

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

    Contribute to an independent or solo 401k plan to capitalize on the opportunity to save as much money as possible toward ...
  6. What are the Simplified Employee Pension (SEP) IRA contribution limits?

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

    Discover the 2014 employers' SEP IRA eligible contribution limits for employees and those who are self-employed. These limits ...
  7. How do pay-as-you-go pension plans work?

    How do pay-as-you-go pension plans work?

    Learn what a pay-as-you-go pension plan is and how it is different from fully funded pension plans. Understand how public ...
  8. How does a Simplified Employee Pension (SEP) plan work?

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

    Learn how small businesses and their employees benefit from a Simplified Employee Pension, or SEP, IRA, and discover how ...
  9. What are the differences between income statements from merchandising companies vs. ...

    What are the differences between income statements from merchandising companies vs. ...

    Learn how merchandising companies and service companies have to account for different information when preparing an income ...
  10. What are the main reasons not to get a Registered Retirement Savings Plan (RRSP)?

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

    Find out some of the reasons why you might want to reconsider opening up a Registered Retirement Savings Plan and instead ...
  11. How do I roll over a Simple IRA to a Roth IRA?

    How do I roll over a Simple IRA to a Roth IRA?

    Convert your Simple IRA to a Roth IRA via rollover after you leave your job; you can also convert to a Roth if you are still ...
  12. Are Simple IRA taxes the same as traditional IRA taxes?

    Are Simple IRA taxes the same as traditional IRA taxes?

    Discover the tax difference between a SIMPLE IRA and a traditional IRA before you determine which retirement plan is the ...
  13. What are the main disadvantages of a self-directed IRA?

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

    Find out more about self-directed IRA investments and the role of controlling drawdown in the management of a profitable ...
  14. Where can I open a Roth IRA?

    Where can I open a Roth IRA?

    Discover how to open a Roth IRA account including reviewing provider options, choosing investments, and learning the guidelines ...
  15. Who is eligible to obtain a Simplified Employee Pension (SEP) IRA?

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

    Learn if an individual may contribute to a Simplified Employee Pension IRA when his or her employer offers a plan and how ...
  16. What are the differences between Canada Pension Plans (CPP) and Social Security Benefits?

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

    Learn about the differences between the U.S. Social Security system and the Canada Pension Plan, and discover why one is ...
  17. Why should I open an IRA?

    Why should I open an IRA?

    Understand the benefits of an IRA, how it enables you to increase retirement savings and how funds can be used before retirement ...
  18. How are preferred stock dividends taxed?

    How are preferred stock dividends taxed?

    Discover the intriguing debt and equity characteristics of preferred stock, and learn about how preferred stock dividends ...
  19. What are the main reasons to obtain a Registered Retirement Savings Plan (RRSP)?

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

    Learn about some of the major benefits of opening and contributing to a Registered Retirement Savings Plan throughout your ...
  20. How do I report Simple IRA contributions on a W2?

    How do I report Simple IRA contributions on a W2?

    Learn how Savings Incentive Match for Employees, or SIMPLE IRA, contributions are reported for the participant on Form W2 ...
  21. What are the differences between a Registered Retirement Savings Plan (RRSP) and ...

    What are the differences between a Registered Retirement Savings Plan (RRSP) and ...

    Learn about the key differences between RRSPs and TFSAs, including taxation, minimum and maximum age, allowed contribution ...
  22. Can I use my self-directed IRA to take out a loan?

    Learn the little-known circumstances that allow a self-directed IRA to be used to take out a loan. Some restrictions also ...
  23. What are the deadlines for contributing to my Roth IRA?

    Annual contributions to a Roth IRA can be made from January 1 of the current year to April 15 of the following year, providing ...
  24. How can I change the information on my Social Security card?

    Discover the process of filing for a name change on your social security card, the documentation required for the request ...
  25. How can you get your Canada Pension Plan (CPP) payments early?

    Learn about how Canadian taxpayers can receive benefits from their Canada Pension Plan before reaching normal retirement ...
  26. What are the differences between a 10-K report and a firm's own annual report?

    What are the differences between a 10-K report and a firm's own annual report?

    Understand the key differences between a corporation's own annual report and its 10-K report filed with the SEC and how investors ...
  27. How are DB(k) plans set up?

    Learn how to establish a DB(k) plan. This hybrid qualified retirement plan can actually be easier to establish than other ...
  28. How and when can you convert a Registered Retirement Savings Plan (RRSP) into a Registered ...

    Discover how and when to convert your Registered Retirement Savings Plan into a Registered Retirement Income Fund, and learn ...
  29. When do Registered Retirement Income Fund (RRIF) payments start and when do they ...

    Learn how and when to take distributions from your Registered Retirement Income Fund, including withdrawals above the required ...
  30. What are the main differences between a Registered Retirement Income Fund (RRIF) ...

    Learn about the advantages and differences of Registered Retirement Income Funds and life annuities. Explore two different ...
  31. What are the contribution limits for a Spousal IRA?

    Contributing to a spousal IRA for a nonworking spouse is a way of investing in a robust retirement fund for both members ...
  32. What is the penalty for withdrawing money from my Roth IRA?

    Learn what penalties are imposed when you withdraw money from your Roth IRA and under what conditions these penalties do ...
  33. Are Social Security benefits taxable?

    Find out what rules and guidelines govern if your social security benefits are taxable. Learn how to determine if you are ...
  34. What should you consider before taking a loan on your Registered Retirement Savings ...

    Learn about the primary factors you should consider before deciding to take out a loan from your Registered Retirement Savings ...
  35. What is the accounting treatment for discontinued operations in IFRS and U.S. GAAP?

    Find out what accountants define as "discontinued operations" under US GAAP and IFRS and the differences that exist between ...
  36. What is the difference between a DB(k) plan and a 401(k)?

    Learn the differences between a traditional 401(k) plan and a DB(k) plan. The hybrid DB(k) can provide a guaranteed income ...
  37. How are Registered Retirement Saving Plans (RRSPs) taxed?

    Learn about registered retirement saving plans, and find out how the Government of Canada provides tax benefits for those ...
  38. What's the difference between profit margin and markup?

    What's the difference between profit margin and markup?

    Learn to differentiate between profit margin and markup, two accounting terms that are often used interchangeably but actually ...
  39. Are contributions to Registered Pension Plans (RPPs) tax deductible?

    Contributing to a Registered Retirement Plan offers eligible employees a way to make tax-deductible contributions to a retirement ...
  40. Who is eligible for a qualified retirement plan?

    Meeting eligibility requirements for a qualified retirement plan vary but generally dictate a minimum age and a the amount ...
  41. What are the income limits for a Roth IRA in 2014?

    The allowable contribution for a Roth IRA depends on the income and the filing status of the taxpayer. Once eligibility is ...
  42. How do I open an IRA?

    Opening a Roth or Traditional IRA online with a minimal deposit takes less than 15 minutes when starting an account with ...
  43. How does a Registered Retirement Savings Plan (RRSP) loan work?

    Discover some of the most common and useful ways to take out a loan from your Registered Retirement Savings Plan without ...
  44. What is the accounting treatment for unusual or infrequent items for IFRS and U.S. ...

    Learn to identify the unusual or infrequent items listed on an income statement prepared according to either US GAAP or IFRS ...
  45. Are qualified retirement plans protected from creditors?

    Learn how to protect your retirement assets from creditors. Certain provisions provide for exemption of retirement assets ...
  46. How do you calculate beta in Excel?

    How do you calculate beta in Excel?

    Learn how to calculate the beta of an equity investment using Microsoft Excel, including how to use a regression or the slope ...
  47. What are the Roth IRA limits for 2014?

    Learn the Roth IRA contribution and income limits for 2014. Contributions are reduced or limited by income limits, age and ...
  48. Is a Simplified Employee Pension (SEP) part of the Employee Retirement Income Security ...

    Understand when a SEP plan falls under ERISA, how this act protects individual retirement savings and why the SEP is a popular ...
  49. Is a 401(k) a qualified retirement plan?

    Examine the different types of qualified retirement plans, and discover if a 401(k) meets the definition of a qualified retirement ...
  50. Are Roth IRAs tax deductible?

    Calculate your potential tax savings when you contribute to a Roth IRA. Tax credits are available to individuals who meet ...
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