Retirement

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  1. Moving Retirement Plan Assets: How To Avoid Mistakes

    Moving Retirement Plan Assets: How To Avoid Mistakes

    Sometimes things go wrong in a simple transfer of funds. Make sure you know how to avoid penalties.
  2. How Gen Y Can Avoid Working Forever

    How Gen Y Can Avoid Working Forever

    Despite tough odds, Gen Y has time to build a strong future with more control over their lives than earlier generations. ...
  3. Immediate Annuities: More Income and Lower Taxes

    Immediate Annuities: More Income and Lower Taxes

    These instruments may shed their bad rap to bring you a hefty tax break.
  4. I have a small business (LLC), which I operate part-time. I also work full time for ...

    I have a small business (LLC), which I operate part-time. I also work full time for ...

    As long as you have no ownership in the company for which you work full-time and the only relationship you have with the ...
  5. Can 529 plans be used to transfer wealth to other family members if the original ...

    Can 529 plans be used to transfer wealth to other family members if the original ...

    Yes, the 529 plan (also known as a "qualified tuition program") allows you to distribute and roll over funds from one 529 ...
  6. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

    Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

    Yes. An SEP IRA can be converted to a Roth IRA.As you may know, an SEP IRA is just a Traditional IRA that receives employer ...
  7. My spouse has little/no income. Can I contribute to my spouse's IRA?

    My spouse has little/no income. Can I contribute to my spouse's IRA?

    Yes. You may make a Traditional IRA contribution to your spouse's Traditional IRA because you have eligible compensation.There ...
  8. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA ...

    Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA ...

    The distributions are different for IRAs, qualified plans and 403(b) plans.For IRAs, qualified plans (such as 401(k), money ...
  9. If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

    If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

    Although the participant may be eligible to withdraw the funds if a plan is terminated as a result of an acquisition or other ...
  10. Laws That Help Low Income Retirement

    Laws That Help Low Income Retirement

    If you're retired – or about to be – and money is tight, look to these programs and other benefits for help should you need ...
  11. Retirement Plans For All? These States Say 'Yes'

    Retirement Plans For All? These States Say 'Yes'

    State are beginning to address retirement security with efforts that could extend savings plans to millions more Americans.
  12. An Overview Of The Pension Benefit Guaranty Corporation (PBGC)

    An Overview Of The Pension Benefit Guaranty Corporation (PBGC)

    Find out how this "retirement lifeguard" can save drowning plans, and why it's unlikely to be a long-term solution to the ...
  13. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

    I am in my mid thirties and have nothing invested for retirement. Is it too late ...

    It is never too late to start saving for retirement. Even starting at age 35 means you will have more than 30 years to save.The ...
  14. What is the difference between a Traditional and a Roth IRA?

    What is the difference between a Traditional and a Roth IRA?

    The main difference between a Traditional and a Roth IRA is the way contributions are deducted for tax breaks. Whereas contributions ...
  15. Should I collect early Social Security?

    Should I collect early Social Security?

    The earliest age that you can start receiving social security benefits is age 62. Full retirement was age 65 for many years; ...
  16. Are there special benefits for U.S. armed forces personnel?

    Are there special benefits for U.S. armed forces personnel?

    If you are a member of the military, you may be afforded special tax benefits that might not be available to other taxpayers. ...
  17. I work for two companies. How much can I contribute to each company's SIMPLE IRA?

    I work for two companies. How much can I contribute to each company's SIMPLE IRA?

    It depends.If you work for two companies that are unrelated and unaffiliated, you can make salary deferral contributions ...
  18. Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

    Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

    The five-year rule applies only when the IRA owner dies before the required beginning date (RBD). If the IRA owner dies after ...
  19. How can I budget for both short-term expenses and long-term goals?

    How can I budget for both short-term expenses and long-term goals?

    The first step in planning for long-term goals is actually determining how much you spend on short-term expenses. Once you ...
  20. What happens during the consolidation phase of an investor's life cycle?

    What happens during the consolidation phase of an investor's life cycle?

    Unlike the accumulation phase – where emphasis is placed on growing wealth – the consolidation phase is a balance between ...
  21. Business Owners: Rules For Qualified Retirement Plans

    Business Owners: Rules For Qualified Retirement Plans

    Business owners need to take note of how they handle qualified-plan distributions to former employees.
  22. Tips On How To Use IRAs To Boost Retirement Savings

    Tips On How To Use IRAs To Boost Retirement Savings

    According to the Trustees of the Social Security Fund, the fund will be depleted by 2037. Are you ready?
  23. Medicare 101: Do You Need All 4 Parts?

    Medicare 101: Do You Need All 4 Parts?

    At age 65, most people have to sign up for Medicare. Learn which of its four programs are mandatory – and which you can skip.
  24. Keeping Track Of Retirement Plan Assets

    Keeping Track Of Retirement Plan Assets

    Maintain records of your pension benefits or risk losing them.
  25. Tax-Saving Advice For IRA Holders

    Tax-Saving Advice For IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  26. The Seasons Of An Investor's Life

    The Seasons Of An Investor's Life

    From a tentative spring to a comfortable winter, learn how to weather the phases of your investing journey.
  27. Gold IRA Rollover

    Gold IRA Rollover

    Does it make sense to roll over some of the money in your 401(k), IRA or Roth retirement accounts into a gold IRA? Consider ...
  28. Analysis: Should You Get A Gold IRA?

    Analysis: Should You Get A Gold IRA?

    Yes, you can invest in actual gold or other precious metals for your IRA. See the special rules for gold IRAs and what gold ...
  29. Combating Retirement's Silent Killer: Inflation

    Combating Retirement's Silent Killer: Inflation

    Inflation can devour a once secure nest egg. Learn how to protect yours.
  30. Time To Rethink Your Post-Work Needs

    Time To Rethink Your Post-Work Needs

    Don't rely on popular wisdom. Get the facts and plan for a comfortable future.
  31. Divorcing? The Right Way to Split Retirement Plans

    Divorcing? The Right Way to Split Retirement Plans

    Mishandling how you define and allocate retirement-plan assets in a divorce can cost you plenty in taxes and aggravation. ...
  32. 3 Retirement Plan Moves To Make Before Year-End

    3 Retirement Plan Moves To Make Before Year-End

    If you don't know what must be done before December 31 you may miss opportunities - or even pay penalties.
  33. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

    Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

    Because a qualified domestic relations order (QDRO) is a court order, it cannot be reversed once it is received and processed ...
  34. Are any special forms or documents required when transferring an IRA/SEP/SIMPLE to ...

    Are any special forms or documents required when transferring an IRA/SEP/SIMPLE to ...

    Most firms require that you complete their account transfer request form, which they use to request the transfer of assets ...
  35. Is it wise to put an IRA account into a fixed or variable annuity?

    Is it wise to put an IRA account into a fixed or variable annuity?

    The answer to this depends on an individual's investment goals, requirements and risk tolerance. During the 1990s, the majority ...
  36. I own a small business. Can the SBO-401(k) work for me?

    I own a small business. Can the SBO-401(k) work for me?

    The SBO-401(k) can only be adopted by businesses in which only the business's owners are eligible participants in the plan. ...
  37. What does a

    What does a "5 by 5" power in a trust document mean?

    It is not uncommon that wealthy individuals are concerned with leaving large sums of money to specific beneficiaries for ...
  38. Can I donate stock to charity?

    Can I donate stock to charity?

    Giving stock, instead of cash, as a donation can greatly benefit both parties. You will find that most charities, hospitals, ...
  39. Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

    Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

    There are two possible answers to this question, depending on whether or not the distribution from the Roth IRA is qualified.Earnings ...
  40. My husband left his ex-wife as his retirement plan beneficiary. Can this be changed?

    My husband left his ex-wife as his retirement plan beneficiary. Can this be changed?

    Even when assets are divided following a divorce, in many cases, former spouses and heirs engage the services of attorneys ...
  41. What is cliff vesting?

    What is cliff vesting?

    An employee is considered "vested" in an employer benefit plan, once they have earned the right to receive benefits from ...
  42. What pension benefits are available to military personnel?

    What pension benefits are available to military personnel?

    The United States military provides its members many benefits, including what many regard as a rather generous pension system, ...
  43. Can an employer adopt a different type of retirement plan for each employee?

    Can an employer adopt a different type of retirement plan for each employee?

    Generally, any qualified retirement plan or IRA-based plan adopted by an employer must cover all eligible employees. Failure ...
  44. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

    My daughter would like to use some of her Roth IRA to pay for some current tuition ...

    This is a surprisingly complicated question, as it touches on the differences between traditional and Roth IRAs, as well ...
  45. IRA Assets And Alternative Investments

    IRA Assets And Alternative Investments

    Interested in non-traditional investing? Make sure you follow the rules to avoid prohibited transactions.
  46. Distribution Rules For Inherited Retirement Plan Assets

    Distribution Rules For Inherited Retirement Plan Assets

    If you've recently inherited a retirement plan, you must get to know the rules for distributing the funds.
  47. Raising Grandchildren A Financial Feat

    Raising Grandchildren A Financial Feat

    Becoming a full-time caregiver again presents many challenges - including making ends meet.
  48. What To Do When You're Left Out Of A Will

    What To Do When You're Left Out Of A Will

    Discover the legal steps you can take if you are left out of a will and if fighting is worth the effort.
  49. 6 Signs You're Ready to Retire Early

    6 Signs You're Ready to Retire Early

    If you can answer "yes" to these six questions, you may be ready to retire early.
  50. Should You Roll Over Your 401(k)?

    Should You Roll Over Your 401(k)?

    Before moving your retirement funds into another account, consider your options.
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    Cyber Monday is becoming more popular than Black Friday. Here's why.
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