Retirement

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  1. Are Social Security survivor benefits for children considered taxable income?

    Learn why receiving Social Security survivor benefits on behalf of children does not affect income tax for a surviving parent ...
  2. What happens to a Locked-In Retirement Account (LIRA) in the case of a divorce or ...

    Learn different options in cases of divorce where assets are held in Canadian Locked-In Retirement Accounts. Learn which ...
  3. What are the most common scams regarding Social Security benefits?

    Learn about some of the most common Social Security scams that occur by phone, email and direct mail, and how to recognize ...
  4. What happens to my Locked-In Retirement Account (LIRA) balance when I die?

    Understand that in the event of your death, Locked-In Retirement Account death benefits will be transferred to your partner, ...
  5. Is a Locked-in Retirement Account (LIRA) protected from creditors?

    Learn about how Canadian registered pension and retirement plans are protected from creditors under federal and provincial ...
  6. What are the main differences between a provident fund and a pension fund?

    Learn about some of the primary differences between the benefits of provident funds and pension funds, two types of retirement ...
  7. Where can I transfer money from a Locked-in Retirement Account (LIRA) to?

    Transfers of money from a LIRA can be made to another LIRA account, to an LIF account or to an insurance company in order ...
  8. What are the differences between a systematic investment plan (SIP) and a recurring ...

    Differentiate between a recurring deposit and a systematic investment plan, or SIP, within an investment account, and learn ...
  9. What are the restrictions for withdrawing my Locked-in Retirement Account (LIRA) ...

    Learn about Locked-in Retirement Funds and options available for receiving retirement income. Explore circumstances when ...
  10. What is the Superintendent's Register of Authorized Institutions?

    Learn who governs locked-in retirement accounts and other registered retirement savings plans in each Canadian province and ...
  11. How can I change my name on my Social Security card?

    Learn what documents are needed to change your name on your Social Security card whether you are a natural-born or foreign ...
  12. Who can transfer funds to a Locked-in Retirement Account (LIRA)?

    Transferring funds into a LIRA account can be initiated by owners of defined contribution plans or defined pension plans ...
  13. What are the main differences between a systematic investment plan (SIP) and mutual ...

    Reduce your average cost per share on mutual fund investments using the dollar-cost averaging strategy by way of a systematic ...
  14. How can I request a Social Security disability award letter?

    Learn about award letters and how to apply for Social Security disability benefits. Gain insight as to why disability applications ...
  15. How much of my income goes to Social Security taxes?

    Discover how much of your income goes to social security tax: what the rate is, what the limits are and what types of income ...
  16. What are the benefits and advantages of the Teacher Retirement System?

    Learn about some of the primary benefits of a teacher retirement system and what similarities it has with other types of ...
  17. Advisors looking to attract potential clients need to speak in a straightforward manner, be available for questions and leave the sales pitch at the door.

    Top Tips For Winning New Clients

    Advisors looking to attract potential clients need to speak in a straightforward manner, be available for questions and leave ...
  18. IRS Raises 401(k) Contribution Limits By $500

    The 2015 IRS contribution limits for 401(k), 403(b), most 457 savings plans and the government's Thrift Savings Plan were ...
  19. Which ETFs are popular in retirement accounts? Here's a look at several and why they might be right for you or your client.

    ETFs Commonly Found In Retirement Accounts

    Which ETFs are popular in retirement accounts? Here's a look at several and why they might be right for you or your client.
  20. How is a Registered Retirement Income Fund (RRIF) taxed?

    Discover how the Government of Canada treats Registered Retirement Income Funds and how you can use them to limit income ...
  21. 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 ...
  22. 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 ...
  23. What are the main differences between a Simplified Employee Pension (SEP) IRA and ...

    Learn about the main difference between a SEP IRA and a SIMPLE IRA to better understand the annual investing requirements ...
  24. 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, ...
  25. What are the contribution limits on a Simple IRA?

    Learn the 2014 contribution limits for investing in a SIMPLE IRA, meant for businesses with 100 or fewer employees to help ...
  26. What are some examples of how I could use my IRA savings for college?

    Use your traditional IRA for qualified college expenses for you or your family. The retirement funds can be used for books, ...
  27. 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 ...
  28. Who manages the assets in a Roth 401(k) account?

    Learn how to personally manage the assets in your Roth 401(k) plan and determine the best options available to help meet ...
  29. 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 ...
  30. When are Simplified Employee Pension (SEP) IRA contributions due?

    Read this article to learn more about the April 15 SEP IRA contribution deadline date and how tax-filing extensions affect ...
  31. What are the Roth 401(k) contribution limits?

    Understand the current contribution limits for designated Roth 401(k) accounts, including additional allowable payments for ...
  32. When are Simple IRA contributions due?

    Depositing SIMPLE IRA deferred compensation, matching and non-elective contributions when they are due will avoid penalties ...
  33. How do I invest my IRA in real estate?

    Investing real estate in an IRA is one way to fund an investment account. For investors who choose this route, certain rules ...
  34. How are Simplified Employee Pension (SEP) IRAs taxed?

    Understand the tax advantages of a Simplified Employee Pension IRA plan, and find out how both the employer and the employee ...
  35. How is an SBO-401(k) set up?

    Learn what a Small Business Owner 401(k) plan is and who is eligible to establish one. Find out what the IRS requires of ...
  36. 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, ...
  37. What are some examples of the most common types of investments on an IRA?

    Explore different investments commonly held in investment retirement accounts, such as certificates of deposit and exchange ...
  38. Can savings from a Roth 401(k) be used for college without penalty?

    Understand how a Roth 401k retirement savings account can be used to pay for tuition, what criteria must be met, and the ...
  39. What are the steps to applying for a Canada Pension Plan (CPP)?

    Learn how to apply for Canada Pension Plan, part of Canada's retirement income system. Also find out about available benefits ...
  40. 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 ...
  41. 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, ...
  42. 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 ...
  43. What is the difference between a DB(k) plan and a defined benefit plan?

    Learn the differences between a traditional defined-benefit plan and the emerging DB(k) plan to see how employer-sponsored ...
  44. 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 ...
  45. Can I hold multiple IRAs?

    IRAs are investments made to plan for retirement, which offer certain tax advantages, depending on the type, and often matching ...
  46. 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 ...
  47. What are the Registered Retirement Savings Plan (RRSP) contribution limits?

    Review annual contribution limits for Registered Retirement Savings Plans and figure out how much you can invest for your ...
  48. 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 ...
  49. 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 ...
  50. Who is eligible to obtain a 403(b) plan?

    Learn which employers offer 403(b) plans and see how they are custom-designed for nonprofits but similar to 401(k) plans ...
  51. 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 ...
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