Retirement

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  1. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

    I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

    Regular IRA contributions must be made in cash. Contributions of securities are not allowed. Internal Revenue Code Section ...
  2. I am starting a limited liability company (LLC). I will be the sole member. Can I ...

    I am starting a limited liability company (LLC). I will be the sole member. Can I ...

    In a word, yes. A limited liability company (LLC) is eligible to establish a simplified employee pension (SEP). Keep in mind ...
  3. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

    I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

    It is always a good choice to fund the individual retirement account (IRA), even if the owner is not eligible to claim the ...
  4. I want to close my IRA account. What percentage will I lose to tax?

    I want to close my IRA account. What percentage will I lose to tax?

    You can move the amount by means of a trustee-to-trustee transfer to another IRA, or roll over the amount to your 401(k). ...
  5. Why Your Will Should Name Designated Beneficiaries

    Why Your Will Should Name Designated Beneficiaries

    Find out how to make the tough decisions when it comes to choosing who will receive your assets and how they will be paid ...
  6. New Retirement Plan Limits For 2011

    New Retirement Plan Limits For 2011

    New changes to the law can have a huge impact on your nest egg.
  7. Changes In Tax Legislation And Regulation

    Changes In Tax Legislation And Regulation

    Keeping on top of these amendments can help you avoid penalties and take advantage of benefits.
  8. Should You Convert Your IRA?

    Should You Convert Your IRA?

    Discover the factors you must weigh to make this decision.
  9. How Much Social Security Will You Get?

    How Much Social Security Will You Get?

    You've been paying in for years - now it's time to find out what the system owes you.
  10. Are Equity-Indexed Annuities Right For You?

    Are Equity-Indexed Annuities Right For You?

    Equity-indexed annuities can be confusing to understand, but for conservative investors, they can be valuable savings plans. ...
  11. Rolling Over Company Stock: A Decision To Think Twice About

    Rolling Over Company Stock: A Decision To Think Twice About

    It may be more beneficial for you to pay tax now than deferring it to an IRA. We show you how and why.
  12. Borrowing From Your Retirement Plan

    Borrowing From Your Retirement Plan

    Left with no alternative but to take money out from your retirement savings? Here are some guidelines.
  13. Tax Treatment Of Roth IRA Distributions

    Tax Treatment Of Roth IRA Distributions

    Learn the requirements for withdrawing funds tax and penalty free.
  14. Don't Forget The Kids: Save For Their Education And Retirement

    Don't Forget The Kids: Save For Their Education And Retirement

    Retirement and education financing are the two most important planning items for taxpayers.
  15. 10 Sources Of Nontaxable Income

    10 Sources Of Nontaxable Income

    Taxes are often a deterrent from investing and saving. These financial practices will bring you no tax grief.
  16. Preparing For Retirement Plan RMD Season

    Preparing For Retirement Plan RMD Season

    Paying taxes is inevitable - that's why you need to learn about the rules for required minimum distributions.
  17. I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

    I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

    Generally, a leased employee is the employee of an outside organization from which you lease the employee's services. For ...
  18. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

    I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

    As you may already know, you must meet certain requirements, outlined in the 401(k) plan document, to be considered eligible ...
  19. If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

    If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

    Because the SIMPLE IRA contribution limits are much lower than the 401(k) limits, it might at first seem unfair that you ...
  20. Is there a limit on how much I can move from my IRA to my Roth IRA?

    Is there a limit on how much I can move from my IRA to my Roth IRA?

    There is no limit on the amount that can be converted from your Traditional IRA to your Roth IRA. As you may already know, ...
  21. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

    What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

    Both Social Security Disability Insurance and Supplemental Security Income are administered by the Social Security Administration, ...
  22. What effect will a prenuptial agreement have on a 401(k)?

    What effect will a prenuptial agreement have on a 401(k)?

    Courts have ruled that a prenuptial agreement for qualified plan (including 401(k)) assets is invalid. The logic is that ...
  23. What is a good book on creating a trust that would qualify as the beneficiary for ...

    What is a good book on creating a trust that would qualify as the beneficiary for ...

    "Life And Death Planning For Retirement Benefits" has all you need and more. If you read this book, you won't need any luck.To ...
  24. The Income Property: Your Late-In-Life Retirement Plan

    The Income Property: Your Late-In-Life Retirement Plan

    You're nearing retirement age and you don't have the nest egg you need. Here's how an income property can help you make up ...
  25. Avoid The Downsides Of Downsizing In Retirement

    Avoid The Downsides Of Downsizing In Retirement

    Done right, downsizing can still be a good idea. You can have more money, simplify your life, and reduce home-maintenance ...
  26. Build A Wall Around Your Assets

    Build A Wall Around Your Assets

    Learn how to protect your money from lawsuits, creditors and other judgment proceedings.
  27. Protecting Your Retirement Assets

    Protecting Your Retirement Assets

    Your golden years are meant to be stress free. Keep them that way by protecting your assets.
  28. Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

    Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

    When you missed your required minimum distribution (RMD), you should have sent in a letter of explanation and filed IRS Form ...
  29. Can I contribute to both a 401(k) and an IRA?

    Can I contribute to both a 401(k) and an IRA?

    If you contribute to your 401(k) account, you may still contribute to a Roth IRA and/or a Traditional IRA; however, your ...
  30. 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.
  31. 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.
  32. 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. ...
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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.
  41. 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 ...
  42. 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; ...
  43. 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 ...
  44. 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 ...
  45. 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 ...
  46. 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. ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. Keeping Track Of Retirement Plan Assets

    Keeping Track Of Retirement Plan Assets

    Maintain records of your pension benefits or risk losing them.
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