Retirement

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  1. What are the rules when applying a stretch IRA strategy?

    Learn how to apply a stretch strategy to IRA and Roth IRA plans, and how tax-advantaged compounding may provide income for ...
  2. Who can contribute to a Roth IRA?

    Investing in a Roth IRA requires certain combinations of income and filing statuses. Age is not a factor in making contributions, ...
  3. 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 ...
  4. 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 ...
  5. How do I roll over my Roth 401(k) into a Roth IRA or IRA?

    Rollover funds from a Roth 401(k) to a Roth IRA by ensuring your new account is ready and arranging for a direct transfer ...
  6. How can I use my Roth IRA savings to buy my first home?

    Use your Roth IRA to help fund the purchase of your first home, and find out about ways to access these funds even if you ...
  7. Can I obtain a Simple IRA if I am self-employed?

    Investing for retirement when self-employed can be in a SIMPLE IRA, a SEP IRA or a 401(k) plan, depending on the scenario ...
  8. How do I report Simple IRA contributions on a W2?

    Learn how Savings Incentive Match for Employees, or SIMPLE IRA, contributions are reported for the participant on Form W2 ...
  9. 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 ...
  10. Is a Thrift Savings Plan (TSP) a qualified retirement plan?

    Take advantage of the government's retirement plan for employees with the Thrift Savings Plan. As with a 401(k), contributions ...
  11. What are the main advantages of a self-directed IRA?

    Learn about the way self-directed IRAs are handled by investors and the variety of options investors have to fund their retirement ...
  12. How does a Simplified Employee Pension (SEP) plan work?

    Learn how small businesses and their employees benefit from a Simplified Employee Pension, or SEP, IRA, and discover how ...
  13. What are the differences between a self-directed IRA and a traditional IRA?

    Explore the investment options available to and restrictions on account holders who choose a self-directed IRA as their retirement ...
  14. Who is eligible to obtain a 403(b) plan?

    Learn which employers offer 403(b) plans and see how they are custom-designed for nonprofits but similar to 401(k) plans ...
  15. Can I invest my IRA in an entity, business or LLC?

    Explore different types of businesses, entities, corporations and limited liability companies, and the types IRA-eligible ...
  16. Can I invest in gold or silver with my Roth IRA?

    Learn how you can purchase gold coins and bars with your Roth IRA, or how you can diversify part of your assets by purchasing ...
  17. Where else can I save for retirement after I max out my Roth IRA?

    Max out your Roth IRA first, then look to other retirement accounts like 401(k) plans, IRAs and annuities to sock away as ...
  18. What are some examples of the most common types of investments on an IRA?

    Explore different investments commonly held in investment retirement accounts, such as certificates of deposit and exchange ...
  19. When are Simple IRA contributions due?

    Depositing SIMPLE IRA deferred compensation, matching and non-elective contributions when they are due will avoid penalties ...
  20. Where can I open an IRA?

    Open an IRA through brokerage firms, mutual funds, banks and other major financial institutions, or through large Internet ...
  21. What are the Registered Retirement Savings Plan (RRSP) contribution limits?

    Review annual contribution limits for Registered Retirement Savings Plans and figure out how much you can invest for your ...
  22. How do I roll over a Simple IRA to a Roth IRA?

    Convert your Simple IRA to a Roth IRA via rollover after you leave your job; you can also convert to a Roth if you are still ...
  23. What are Canada Pension Plan contribution requirements and rules?

    Learn about the Canada Pension Plan contribution requirements for Canadian workers and how those contributions determine ...
  24. How are Registered Retirement Saving Plans (RRSPs) taxed?

    Learn about registered retirement saving plans, and find out how the Government of Canada provides tax benefits for those ...
  25. What are the Roth IRA limits for 2014?

    Learn the Roth IRA contribution and income limits for 2014. Contributions are reduced or limited by income limits, age and ...
  26. What are the disadvantages of a Roth IRA?

    Get informed about Roth IRAs, which have a few disadvantages, including limited access to funds and contribution limits based ...
  27. When are Simplified Employee Pension (SEP) IRA contributions due?

    Read this article to learn more about the April 15 SEP IRA contribution deadline date and how tax-filing extensions affect ...
  28. Who is eligible for Canada Pension Plan benefits?

    Learn more about the Canada Pension Plan, who contributes to the plan and who can receive standard, disability, early retirement ...
  29. How can I change the information on my Social Security card?

    Discover the process of filing for a name change on your social security card, the documentation required for the request ...
  30. What are the main reasons not to get a Registered Retirement Savings Plan (RRSP)?

    Find out some of the reasons why you might want to reconsider opening up a Registered Retirement Savings Plan and instead ...
  31. Is an IRA a qualified plan?

    Learn about the definition of a qualified retirement plan and some of the features and benefits of individual retirement ...
  32. Can I own Master Limited Partnerships (MLP) on my Roth IRA?

    Learn how to invest in master limited partnerships, or MLPs, in your Roth IRA for access to high yields, but be careful to ...
  33. Is a Simplified Employee Pension (SEP) IRA tax deductible?

    Learn everything you need to know about your SEP IRA, including the benefits to employers and whether or not a SEP IRA is ...
  34. Are Social Security benefits taxable?

    Find out what rules and guidelines govern if your social security benefits are taxable. Learn how to determine if you are ...
  35. Is an individual/independent 401(k) a qualified plan?

    Surpassing the SEP IRA plans previously popular with self-employed individuals, the individual 401(k) plan is a qualified ...
  36. What is the Roth IRA 5 year rule?

    Learn more about the Roth IRA five-year rule and the requirements that allow for tax-free withdrawals before five years have ...
  37. What are the main disadvantages of a self-directed IRA?

    Find out more about self-directed IRA investments and the role of controlling drawdown in the management of a profitable ...
  38. Can I use my self-directed IRA to take out a loan?

    Learn the little-known circumstances that allow a self-directed IRA to be used to take out a loan. Some restrictions also ...
  39. What are the main differences between a Registered Retirement Savings Plan (RRSP) ...

    Explore the key differences between a Canadian registered retirement savings plan and a registered retirement income fund ...
  40. Who is eligible to open an IRA?

    Individuals employed by an employer are eligible to open a traditional IRA if they receive bonuses, wages, commissions and ...
  41. Who is eligible to obtain a Simplified Employee Pension (SEP) IRA?

    Learn if an individual may contribute to a Simplified Employee Pension IRA when his or her employer offers a plan and how ...
  42. How is a Roth 401(k) taxed?

    Learn about the tax advantages of using a Roth 401(k), with tax-free earnings and no required minimum distributions, if this ...
  43. How are DB(k) plans set up?

    Learn how to establish a DB(k) plan. This hybrid qualified retirement plan can actually be easier to establish than other ...
  44. How does a Registered Retirement Income Fund (RRIF) work?

    Learn about Registered Retirement Income Funds, which are the most popular retirement income options available to Canadian ...
  45. Is a Simplified Employee Pension (SEP) part of the Employee Retirement Income Security ...

    Understand when a SEP plan falls under ERISA, how this act protects individual retirement savings and why the SEP is a popular ...
  46. Where can I open a Roth IRA?

    Discover how to open a Roth IRA account including reviewing provider options, choosing investments, and learning the guidelines ...
  47. What are the advantages of commodities on a Roth IRA?

    Discover what kind of commodity-based investments are allowed inside of a Roth IRA and what advantages commodities can bring ...
  48. How can you borrow from a Roth IRA?

    Learn how to borrow money from your Roth IRA by rolling it over into another IRA account or taking an early withdraw to get ...
  49. How is an SBO-401(k) set up?

    Learn what a Small Business Owner 401(k) plan is and who is eligible to establish one. Find out what the IRS requires of ...
  50. What are some examples of how I could use my IRA savings for college?

    Use your traditional IRA for qualified college expenses for you or your family. The retirement funds can be used for books, ...
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