Retirement

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  1. What are the rules and reporting requirements  for a rollover of a required minimum ...

    What are the rules and reporting requirements for a rollover of a required minimum ...

    An RMD may be transferred between IRAs, but it may not be rolled over once distributed. If the RMD amount is rolled over ...
  2. Can I have a self-directed IRA or Roth IRA using the forex market?

    Can I have a self-directed IRA or Roth IRA using the forex market?

    In the U.S., one of the best ways for individuals to protect their income from taxes and save for retirement is by using ...
  3. Where can I find information on multiple annual additions for someone employed by ...

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

    That information can be found in Internal Revenue Code Section 402(g). Also see IRS Publication 571.If an individual participates ...
  4. I inherited a Roth IRA. What are my options for taking distributions from the account?

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

    It depends. Generally, if you are the spouse of the Roth IRA owner and you are the sole primary beneficiary, you may treat ...
  5. After receiving a required distribution when and how are my taxes affected?

    After receiving a required distribution when and how are my taxes affected?

    Any taxable amount of the distribution will represent ordinary income for the year that the distribution occurs and will ...
  6. What's the best kind of IRA for a 20-something?

    What's the best kind of IRA for a 20-something?

    There probably is no 100% correct answer here, but let's break it down. Suppose that you are 23, you've been working for ...
  7. Recharacterizing Your IRA Contribution Or Roth Conversion

    Recharacterizing Your IRA Contribution Or Roth Conversion

    Learn why you might make such a transaction and find out how to calculate how it will affect you.
  8. IRA Contributions: Eligibility And Deadlines

    IRA Contributions: Eligibility And Deadlines

    Use this checklist for contribution requirements to make your payments on time.
  9. Get Ready For The Estate Tax Phase-Out

    Get Ready For The Estate Tax Phase-Out

    Changes to federal legislation will affect how your assets are treated once you're gone - be prepared.
  10. 5 Retirement Plan Moves To Make Before Year-End

    5 Retirement Plan Moves To Make Before Year-End

    Make sure all your loose ends are tied with these simple reminders and tips for your plans.
  11. Failing Health Could Drain Your Retirement Savings

    Failing Health Could Drain Your Retirement Savings

    You may not be able to prevent illness, but it doesn't have to infect your savings.
  12. Bear-Proof Your Retirement Portfolio

    Bear-Proof Your Retirement Portfolio

    Find out how to protect your assets so you can live out your dreams in style.
  13. Is Your 401(k) On Track?

    Is Your 401(k) On Track?

    Small adjustments can have a significant impact on your returns. Learn what to watch for.
  14. Leaving Inheritance To Children Easier Said Than Done

    Leaving Inheritance To Children Easier Said Than Done

    Consider your own retirement needs when deciding whether to leave an inheritance.
  15. What are the income limits for Roth IRA contributions?

    What are the income limits for Roth IRA contributions?

    The 2007 and 2008 income limits for Roth IRA contributions are as follows: Situations 2007 2008 Individuals who are married ...
  16. My company is the trustee of our 401k plan (which has 112 participants). What are ...

    My company is the trustee of our 401k plan (which has 112 participants). What are ...

    The answer may vary depending on the plan provider and the provisions of the plan document. For questions relating to a specific ...
  17. Can I borrow from an IRA without penalty?

    Can I borrow from an IRA without penalty?

    Yes. A 60-day rollover rule applies to all types of IRAs. This 60-day rollover rule allows you to withdraw assets from your ...
  18. Are there tax penalties for closing my Roth IRA account?

    Are there tax penalties for closing my Roth IRA account?

    You can close your Roth IRA account without negative consequences if your total account balance is less than the accumulated ...
  19. Can investment real estate be purchased within an IRA and, if so, are there any pitfalls?

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

    Investment real estate can be purchased with an IRA provided the investment does not violate the prohibited transaction rules.An ...
  20. I participate in a profit-sharing plan at work. If I retire at age 62, will I be ...

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

    The money in your profit-sharing account will be taxable when it is withdrawn from the account. You may leave the money in ...
  21. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

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

    If an IRA contribution was deducted on a tax return, but the contribution was never made to the IRA by the taxpayer's tax ...
  22. I am rolling my 401(k) into an IRA. After a year, can I convert this amount to a ...

    I am rolling my 401(k) into an IRA. After a year, can I convert this amount to a ...

    There is no provision in the tax law that would allow anyone to convert taxable funds and treat it as a tax-free transaction, ...
  23. I have two Roth IRAs, one of which has a balance that is much less than the total ...

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

    It depends. You are eligible to write off the losses only if the balance for both of your Roth IRAs (combined) is less than ...
  24. I failed to distribute an inherited 401(k) that was found in an audit. What happens ...

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

    The party responsible for paying the penalty in such cases will be the beneficiary of the 401(k) plan. You may want to start ...
  25. Traditional IRAs Tutorial

    Traditional IRAs Tutorial

    This comprehensive guide goes through what a Traditional IRA is and how to set one up, contribute to it and withdraw from ...
  26. The 401(k) and Qualified Plans Tutorial

    The 401(k) and Qualified Plans Tutorial

    Learn about eligibility requirements, contribution to and distribution rules for these retirement plans.
  27. SIMPLE IRA Tutorial

    SIMPLE IRA Tutorial

    This comprehensive guide goes through what a SIMPLE IRA is and how to set one up, contribute to it and withdraw from it. ...
  28. 403(b) Plan Tutorial

    403(b) Plan Tutorial

    Learn about the set-up, the contributions to and the distributions from this retirement plan for certain employees of public ...
  29. Registered Retirement Savings Plans (RRSP)

    Registered Retirement Savings Plans (RRSP)

    Learn how the Canadian government makes saving for your post-work years easy. We take you from your first contribution to ...
  30. Estate Planning Basics

    Estate Planning Basics

    Deciding what will happen to your assets when you pass away is a must - no matter how wealthy you are.
  31. All About Inflation

    All About Inflation

    What causes inflation? How does it affect your investments and standard of living? This tutorial has the answers.
  32. The Money Market

    The Money Market

    If your investments in the stock market are keeping you from sleeping at night, it's time to learn about the safer alternatives ...
  33. Economic Indicators To Know

    Economic Indicators To Know

    The economy has a large impact on the market. Learn how to interpret the most important reports.
  34. How can I get information about my deceased husband's retirement account if his employer ...

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

    That is unusual. Contact his employer again and if you are not satisfied with the response, ask to speak with a supervisor ...
  35. Retirement Planning Basics

    Retirement Planning Basics

    Realizing your post-work goals need not be daunting. We'll tell you everything you need to know to get - and stay - on track. ...
  36. Roth IRAs Tutorial

    Roth IRAs Tutorial

    This comprehensive guide goes through what a Roth IRA is and how to set one up, contribute to it and withdraw from it.
  37. SEP IRAs Tutorial

    SEP IRAs Tutorial

    Learn about the set-up, the contributions to and the distributions from this IRA-based plan to which employers may make tax-deductible ...
  38. Stock Market Risk: Wagging The Tails

    Stock Market Risk: Wagging The Tails

    The bell curve is an excellent way to evaluate stock market risk over the long term.
  39. Pick 401(k) Assets Like A Pro

    Pick 401(k) Assets Like A Pro

    Professionals choose the options available to you in your plan, making your decisions easier.
  40. How do I

    How do I "vest" something?

    Vesting is a term usually related to pension plans that some employer's provide to their employees.An employer may make contributions ...
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