Retirement

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  1. Is the Social Security trust fund solvent?

    Learn why the Social Security trust fund does not actually hold any money and how its solvency relies on the U.S. government's ...
  2. What does "full retirement age" mean in regards to Social Security?

    Learn what full retirement age is and how Social Security benefits are calculated based on your age, how long you have worked ...
  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. When is it optimal to take my widow's Social Security benefit?

    Understand when you can apply to receive Social Security benefits as the surviving spouse of a worker and what this means ...
  5. What are the differences between a Pay As You Go plan and a 401(k)?

    Compare a 401(k) plan with a pay-as-you-go pension plan; both offer investment flexibility and control by the participant ...
  6. 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 ...
  7. 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 ...
  8. 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.
  9. 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 ...
  10. Are qualified retirement plans protected from creditors?

    Learn how to protect your retirement assets from creditors. Certain provisions provide for exemption of retirement assets ...
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. How are IRA withdrawals taxed?

    Learn how IRA withdrawals are taxed at retirement age and for qualified withdrawals. Consider the different tax consequences ...
  15. 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 ...
  16. What are the disadvantages of commodities on a Roth IRA?

    Discover what kind of commodity-based investments are allowed in a Roth IRA and what disadvantages commodity investments ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. When can you withdraw your savings from a Registered Retirement Savings Plan (RRSP)?

    Learn the standard age for withdrawing savings from a Registered Retirement Savings Plan (RSSP) and what you can expect if ...
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. 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 ...
  33. 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 ...
  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. 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 ...
  36. 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 ...
  37. 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 ...
  38. When can I withdraw my IRA money?

    Managing an individual retirement account can be tricky. Find out when you can withdraw IRA money without incurring a 10 ...
  39. 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, ...
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. 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, ...
  44. What are the Roth 401(k) contribution limits?

    Understand the current contribution limits for designated Roth 401(k) accounts, including additional allowable payments for ...
  45. 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 ...
  46. 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 ...
  47. How do I choose a Roth IRA provider?

    Learn about some of the most important factors to consider before choosing a Roth IRA provider for investing your retirement ...
  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. 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 ...
  50. What are the penalties for early withdrawal from a Registered Retirement Savings ...

    Learn about the three major penalties associated with making an early withdraw from your Registered Retirement Savings Plan ...
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