Retirement

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  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. How the government helps, assists low income workers to retirement, are there any programs? Tax benefits? A brief summary of the most important federal programs

    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 ...
  7. State are beginning to address retirement security with efforts that could extend savings plans to millions more Americans.

    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.
  8. 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 ...
  9. 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; ...
  10. 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 ...
  11. 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 ...
  12. 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. ...
  13. 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 ...
  14. 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 ...
  15. 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 ...
  16. 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 ...
  17. Keeping Track Of Retirement Plan Assets

    Maintain records of your pension benefits or risk losing them.
  18. At age 65, most people have to sign up for Medicare. Learn which of its four programs are mandatory – and which you can skip.

    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.
  19. 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?
  20. Business Owners: Rules For Qualified Retirement Plans

    Business owners need to take note of how they handle qualified-plan distributions to former employees.
  21. Tax-Saving Advice For IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  22. 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.
  23. Things to consider and steps to take before rolling a retirement account into a gold IRA.

    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 ...
  24. A full explanation of what a Gold IRA is and which investors usually prefer this strategy in IRAs.

    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 ...
  25. 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. ...
  26. Time To Rethink Your Post-Work Needs

    Don't rely on popular wisdom. Get the facts and plan for a comfortable future.
  27. Combating Retirement's Silent Killer: Inflation

    Inflation can devour a once secure nest egg. Learn how to protect yours.
  28. 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.
  29. 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 ...
  30. 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 ...
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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, ...
  35. 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 ...
  36. 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. 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 ...
  38. 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, ...
  39. 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 ...
  40. What is cliff vesting?

    An employee is considered "vested" in an employer benefit plan, once they have earned the right to receive benefits from ...
  41. 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.
  42. IRA Assets And Alternative Investments

    Interested in non-traditional investing? Make sure you follow the rules to avoid prohibited transactions.
  43. Raising Grandchildren A Financial Feat

    Becoming a full-time caregiver again presents many challenges - including making ends meet.
  44. 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.
  45. If you can answer

    6 Signs You're Ready to Retire Early

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

    Before moving your retirement funds into another account, consider your options.
  47. The Defined-Contribution Plan: A Flawed Concept

    After a career marked by loyalty to the firm, the promised pension plan benefits aren't materializing for many plan participants. ...
  48. 5 Ways To Fund Your Retirement

    Generating income without going to work tends to be a murky concept. Find out how it works.
  49. 3 Reasons To Use An Employer-Sponsored Retirement Plan

    If you aren't participating in your employer-sponsored retirement plan, you're missing out! Learn the benefits.
  50. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

    In general, the earlier you start saving for retirement, the easier it will be to afford, given the number of financial obligations ...
  51. Is my 403(b) account owned by me or by the institution?

    You are the owner of your 403(b). The financial institution just holds the assets on your behalf and facilitates your transactions.For ...
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