Retirement

  • Showing 1501-1542 of 1,542 items
  • <<
  • ...
  • 29
  • 30
  • 31
  1. What kinds of investments are allowed in a qualified retirement plan, and what kinds ...

    What kinds of investments are allowed in a qualified retirement plan, and what kinds ...

    Generally, the permissible investments for qualified plans include publicly-traded securities, real estate, mutual funds ...
  2. Is it permissible for a 70-year-old person to buy an IRA?

    Is it permissible for a 70-year-old person to buy an IRA?

    It depends. For Roth IRAs, there are no age restrictions. For Traditional IRAs, there are no age restrictions if you are ...
  3. I have conservative views on investing. How should I go about investing in a Roth ...

    I have conservative views on investing. How should I go about investing in a Roth ...

    Most financial services institutions - such as banks, brokerage firms, credit unions and mutual fund companies - offer Roth ...
  4. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

    My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

    Under the current version of the law, any IRA or Roth IRA assets that are gifted while the IRA owner is alive are considered ...
  5. Can a spouse who is not named as a beneficiary receive assets from an IRA?

    Can a spouse who is not named as a beneficiary receive assets from an IRA?

    It depends.Generally speaking, the designation of beneficiary form dictates who receives the assets from the individual retirement ...
  6. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

    I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

    With an adjusted gross income (AGI) of more than $100,000, only your eligibility to deduct contributions to a Traditional ...
  7. I stopped distributions from my retirement account while under Rule 72(t). Will this ...

    I stopped distributions from my retirement account while under Rule 72(t). Will this ...

    If an individual modifies a substantially equal periodic payment (SEPP), including discontinuing the SEPP before the end ...
  8. Can an IRA beneficiary roll the IRA over into another account and designate another ...

    Can an IRA beneficiary roll the IRA over into another account and designate another ...

    It depends on the provision of the IRA plan document. Some (though very few) do not allow the designation of successor beneficiaries. ...
  9. Can my spouse and I combine our Traditional IRAs?

    Can my spouse and I combine our Traditional IRAs?

    No. IRAs cannot be maintained as joint accounts. One key indicator is the label - IRA stands for individual retirement account. ...
  10. Can I return funds to my Roth IRA after I have taken it as a distribution?

    Can I return funds to my Roth IRA after I have taken it as a distribution?

    Yes. You can roll over the amount to the Roth IRA, or another of your Roth IRAs (excluding inherited Roth IRAs), provided ...
  11. How can a trust lower federal transfer tax liability?

    How can a trust lower federal transfer tax liability?

    A trust is an arrangement in which an individual or entity controls property or funds on behalf of someone else without actually ...
  12. 3 Steps To Take If You Miss Your RMD Deadline

    3 Steps To Take If You Miss Your RMD Deadline

    If you fail to take the required minimum distribution from your retirement account, you need to take proper steps.
  13. Cut Your Tax Bill

    Cut Your Tax Bill

    Paying your bills early or giving an extra donation now can help you come tax time.
  14. Get A Step Up With Credit Shelter Trusts

    Get A Step Up With Credit Shelter Trusts

    Don't let unexpected taxes eat away at your inheritance or burden your heirs.
  15. Healthy Survival Guide For Sandwiched Boomers

    Healthy Survival Guide For Sandwiched Boomers

    Caring for children and parents is squeezing baby boomers' finances. Find out how to cope.
  16. Estate Planning For Canadians

    Estate Planning For Canadians

    Trusts, wills, taxes and rules differ by country. Find out what you need to know about estate plans in Canada.
  17. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

    I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

    The exact amount of the 72(t) distributions that you are eligible to take will be determined by your age and the IRS published ...
  18. Can an IRA be used as security for a loan?

    Can an IRA be used as security for a loan?

    The IRS prohibits the use of an IRA as security for a loan. If an individual borrows money against his or her IRA, the IRA ...
  19. My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

    My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

    The basis attributed to IRA assets that you inherited remains the same. Since you are a spouse beneficiary and you elect ...
  20. Can the non-spouse beneficiary of an IRA name a successor beneficiary?

    Can the non-spouse beneficiary of an IRA name a successor beneficiary?

    Whether the beneficiary of an individual retirement account (IRA) can name a successor beneficiary (second generation beneficiary) ...
  21. What are some common and useful retirement planner designations? Are they expensive ...

    What are some common and useful retirement planner designations? Are they expensive ...

    Some common retirement planner designations are: Chartered Retirement Plans Specialist (CRPS) designation from the College ...
  22. My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. ...

    My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. ...

    A spouse who is the sole primary beneficiary of an IRA can always treat the IRA as his or her own. The contingent beneficiary ...
  23. What will happen to my SEP IRA if I leave my current employer?

    What will happen to my SEP IRA if I leave my current employer?

    Because the funding vehicle for the SEP is a Traditional IRA, the same transfer and rollover rules that apply to a Traditional ...
  24. Why should I bother creating a budget?

    Why should I bother creating a budget?

    Creating and using a budget is a valuable tool for all demographics; it's not just for those who need to closely monitor ...
  25. What should I consider when I select an executor for my will?

    What should I consider when I select an executor for my will?

    The executor of a will is the person designated with the task of administering the will's instructions. The responsibilities ...
  26. 10 Retirement-Wrecking Moves

    10 Retirement-Wrecking Moves

    Don't let these common mistakes put a crack your nest egg.
  27. 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.
  28. 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 ...
  29. 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. ...
  30. 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.
  31. 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 ...
  32. 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 ...
  33. 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.
  34. 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. ...
  35. 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 ...
  36. 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 ...
  37. 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.
  38. All About Inflation

    All About Inflation

    What causes inflation? How does it affect your investments and standard of living? This tutorial has the answers.
  39. 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 ...
  40. 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.
  41. 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.
  42. 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 ...
  • Showing 1501-1542 of 1,542 items
  • <<
  • ...
  • 29
  • 30
  • 31
Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
Trading Center