Retirement

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  1. I am the beneficiary of an IRA and a Keogh. Can I combine them into one plan?

    It depends. If you are a "spouse beneficiary" for both the Keogh and the IRA, then you may transfer or roll over the inherited ...
  2. My uncle died recently. He designated my mother and father as his beneficiaries in ...

    It depends. If the retirement plan is a qualified plan, then the plan administrator would refer to the plan document to determine ...
  3. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

    It depends. If your business is unincorporated, and you have net earnings from self-employment, you are eligible to establish ...
  4. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution ...

    IRS rules prevent you from maintaining joint Roth IRA accounts. However, you may accomplish your goal of contributing larger ...
  5. 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. ...
  6. How do I get credit for my retirement plan contributions?

    There is an added incentive for adding to your retirement nest egg, if your income falls within certain limits. Under this ...
  7. I have two jobs. Can I contribute to two SIMPLE IRA plans?

    If there is no relationship between the two companies - the only link is that the employee works for both of them - then ...
  8. How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

    Let's suppose the IRA holder, we'll call him Tom, dies in 2008. If Tom was required to take a required minimum distribution ...
  9. What is the difference between a Keogh and an IRA?

    The Keogh plan, or HR10, is an employer-funded, tax-deferred retirement plan designed for unincorporated businesses or self-employed ...
  10. Plans The Small-Business Owner Can Establish

    Don't hesitate to adopt a smart plan for you and your employees.
  11. 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.
  12. Personal Pensions: Repackaging The Annuity

    Discover an investment that can provide a stable income once you've left the work force.
  13. Failing Health Could Drain Your Retirement Savings

    You may not be able to prevent illness, but it doesn't have to infect your savings.
  14. 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 ...
  15. Economic Indicators To Know

    The economy has a large impact on the market. Learn how to interpret the most important reports.
  16. The 401(k) and Qualified Plans Tutorial

    Learn about eligibility requirements, contribution to and distribution rules for these retirement plans.
  17. 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. ...
  18. 403(b) Plan Tutorial

    Learn about the set-up, the contributions to and the distributions from this retirement plan for certain employees of public ...
  19. Estate Planning Basics

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

    What causes inflation? How does it affect your investments and standard of living? This tutorial has the answers.
  21. 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 ...
  22. 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. ...
  23. 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.
  24. 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 ...
  25. 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 ...
  26. 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 ...
  27. Stock Market Risk: Wagging The Tails

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

    Professionals choose the options available to you in your plan, making your decisions easier.
  29. 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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