Retirement

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

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

    Take advantage of the government's retirement plan for employees with the Thrift Savings Plan. As with a 401(k), contributions ...
  2. How can I convert a 401(k) into a Roth 401(k)?

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

    Investigate how to convert a 401(k) into a Roth 401(k) and compare the two different types of defined contribution pensions ...
  3. What are the advantages of a Roth IRA?

    What are the advantages of a Roth IRA?

    Contribute to your Roth IRA and gain the advantage of it free of taxes and penalties. Make approved early withdrawals to ...
  4. Do IRA contributions reduce average gross income (AGI)?

    Do IRA contributions reduce average gross income (AGI)?

    Reduce your IRA AGI by contributing to a traditional IRA whose contribution limits for 2014 are set at $5,500 for taxpayers ...
  5. What are the main advantages of a self-directed IRA?

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

    Learn about the way self-directed IRAs are handled by investors and the variety of options investors have to fund their retirement ...
  6. What are Canada Pension Plan contribution requirements and rules?

    What are Canada Pension Plan contribution requirements and rules?

    Learn about the Canada Pension Plan contribution requirements for Canadian workers and how those contributions determine ...
  7. Who is eligible for a qualified retirement plan?

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

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

    Learn the difference between a Roth 401(k) and Roth IRA. Each offers the benefit of many years of tax-free compounding, a ...
  9. What are the disadvantages of a Roth IRA?

    What are the disadvantages of a Roth IRA?

    Get informed about Roth IRAs, which have a few disadvantages, including limited access to funds and contribution limits based ...
  10. Can I invest my IRA in an entity, business or LLC?

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

    Explore different types of businesses, entities, corporations and limited liability companies, and the types IRA-eligible ...
  11. How do I roll over a spousal IRA?

    How do I roll over a spousal IRA?

    To roll over a spousal IRA, the surviving spouse can transfer the remaining funds from the deceased spouse's investing IRA ...
  12. 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 ...
  13. Is an ESOP a qualified retirement plan?

    Is an ESOP a qualified retirement plan?

    Acting as a qualified stock bonus plan as well as a form of a retirement plan, an ESOP has been a qualified retirement plan ...
  14. What is the tax rate of a Roth IRA if I withdraw it for the purchase of a house?

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

    Use your Roth IRA to fund the purchase of your first home, and learn how the distribution could qualify for a waiver of taxes ...
  15. How do I roll over my Roth 401(k) into a Roth IRA or IRA?

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

    Rollover funds from a Roth 401(k) to a Roth IRA by ensuring your new account is ready and arranging for a direct transfer ...
  16. What is the Roth IRA 5 year rule?

    What is the Roth IRA 5 year rule?

    Learn more about the Roth IRA five-year rule and the requirements that allow for tax-free withdrawals before five years have ...
  17. 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 ...
  18. What are the rules when applying a stretch IRA strategy?

    What are the rules when applying a stretch IRA strategy?

    Learn how to apply a stretch strategy to IRA and Roth IRA plans, and how tax-advantaged compounding may provide income for ...
  19. 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 ...
  20. How can I use my Roth IRA savings to buy my first home?

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

    Use your Roth IRA to help fund the purchase of your first home, and find out about ways to access these funds even if you ...
  21. Can I buy emerging market bonds on my Roth IRA?

    Can I buy emerging market bonds on my Roth IRA?

    Learn how to diversify your Roth IRA by adding emerging markets debt to your portfolio. Reduce costs and risks by investing ...
  22. Are Roth 401(k) plans matched by employers?

    Discover the difference between a Roth 401(k) and a traditional 401(k), and explore the role of an employer contribution ...
  23. How can you borrow from a Roth IRA?

    Learn how to borrow money from your Roth IRA by rolling it over into another IRA account or taking an early withdraw to get ...
  24. 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 ...
  25. 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 ...
  26. How are Social Security benefits affected by your income?

    Understand the relationship between a worker's earned income and benefits he or she receives from Social Security in retirement, ...
  27. How does taxation on life insurance for a qualified retirement plan work?

    Purchase life insurance in your qualified retirement plan using pre-tax dollars. Be aware of other ways that life insurance ...
  28. 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 ...
  29. When is a Roth 401(k) better than a traditional 401(k)?

    Learn the difference between Roth IRA plans, traditional 401(k) plans and Roth 401(k) plans, and when a Roth 401(k) is better ...
  30. What are the risks associated with a Roth IRA?

    Like every retirement option, Roth IRAs have several associated risks. Consider all the major disadvantages before choosing ...
  31. 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 ...
  32. 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 ...
  33. Are annuities qualified or nonqualified retirement instruments?

    Learn the basics of annuity investments and the tax-deferral they offer, and discover the differences between qualified and ...
  34. Can I own Master Limited Partnerships (MLP) on my Roth IRA?

    Learn how to invest in master limited partnerships, or MLPs, in your Roth IRA for access to high yields, but be careful to ...
  35. Is an individual/independent 401(k) a qualified plan?

    Surpassing the SEP IRA plans previously popular with self-employed individuals, the individual 401(k) plan is a qualified ...
  36. What are the differences between a Simple IRA and a Traditional IRA?

    SIMPLE and traditional IRAs are retirement savings vehicles that differ in their early distribution penalties and in who ...
  37. Is a Roth IRA a qualified retirement plan?

    Analyzes the eligibility of the Roth IRA as a qualified retirement plan and explores the differences between the Roth IRA, ...
  38. 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 ...
  39. 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 ...
  40. Can I buy ETFs for my Roth IRA?

    Can I buy ETFs for my Roth IRA?

    Invest in exchange-traded funds within your Roth IRA to maximize diversification and gain access to specialized markets and ...
  41. Where else can I save for retirement after I max out my Roth IRA?

    Max out your Roth IRA first, then look to other retirement accounts like 401(k) plans, IRAs and annuities to sock away as ...
  42. 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 ...
  43. How does a Simplified Employee Pension (SEP) IRA work?

    Learn about a Simplified Employer Pension, or SEP, IRA and how it works, who participates and what advantages it has over ...
  44. 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 ...
  45. 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 ...
  46. 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 ...
  47. Who can contribute to a Roth IRA?

    Investing in a Roth IRA requires certain combinations of income and filing statuses. Age is not a factor in making contributions, ...
  48. Can I withdraw money from my Roth IRA?

    Withdrawing money from you Roth IRA is taxed and penalized under certain conditions. Learn about the five-year rule and prerequisites ...
  49. 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 ...
  50. When are Simple IRA contributions due?

    Depositing SIMPLE IRA deferred compensation, matching and non-elective contributions when they are due will avoid penalties ...
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