FAQs tagged as


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  1. How can I consolidate my unsecured debt?

  2. What are the differences between a Pay As You Go plan and a 401(k)?

  3. How do I roll over my Roth 401(k) into a Roth IRA or IRA?

  4. Are Roth 401(k) plans matched by employers?

  5. When is a Roth 401(k) better than a traditional 401(k)?

  6. Is an individual/independent 401(k) a qualified plan?

  7. Where else can I save for retirement after I max out my Roth IRA?

  8. Who is eligible for an independent/individual 401(k)?

  9. How are DB(k) plans set up?

  10. When are Simple IRA contributions due?

  11. What is the difference between a DB(k) plan and a 401(k)?

  12. Who manages the assets in a Roth 401(k) account?

  13. How is an SBO-401(k) set up?

  14. What is the difference between a DB(k) plan and a defined benefit plan?

  15. How is a Roth 401(k) taxed?

  16. Is a 401(k) a qualified retirement plan?

  17. What are the Roth 401(k) contribution limits?

  18. Can savings from a Roth 401(k) be used for college without penalty?

  19. How can I convert a 401(k) into a Roth 401(k)?

  20. What are the main differences between a Roth 401(k) and a Roth IRA?

  21. How can I start or set up a Roth 401(k)?

  22. What are the benefits of an independent/individual 401(k)?

  23. What is the difference between a 408 (k) plan and a 401 (k) plan?

  24. What are the 403(b) contribution limits?

  25. What is a 401(k) rollover?

  26. How do you withdraw money from your 401(k)?

  27. What are the contribution limits of a 401(k) vs. a Roth 401(k)?

  28. What are the 2014 401(k) contribution limits?

  29. What are qualified retirement plan types?

  30. How does a qualified retirement plan early distribution work?

  31. What are the Roth 401(k) withdrawal rules?

  32. What are the main differences between a Roth 401(k) and a 401(k)?

  33. What are my main rights as a 401(k) plan participant?

  34. If I contribute to a 401(k) plan, can I still contribute to an individual retirement ...

  35. What information does my employer have to give me regarding my 401(k) plan?

  36. What's the difference between a 401(k) and a Roth IRA?

  37. Can I roll over the 401(k) money from my old job into my new company's plan?

  38. Is there a minimum I have to contribute to my 401(k) plan?

  39. What is the difference between a 401(k) plan and a 403(b) plan?

  40. Why were 401(k) plans created?

  41. What happens to my 401(k) plan if I switch jobs?

  42. Does my employer's matching contribution count towards the maximum I can contribute ...

  43. Do I need an employer to set up a 401(k) plan?

  44. What's the difference between a 401(k) and a pension plan?

  45. What is the difference between a 401(k) plan and a 457 plan?

  46. What is the penalty for taking money out of my 401(k) before I'm 59 years old?

  47. What does it mean if my 401(k) plan has been frozen?

  48. Will I have to pay taxes on my 401(k) plan if I quit my job?

  49. What is the maximum I can contribute to my 401(k) plan?

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

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

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

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

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

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

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

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

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

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

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

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

  62. If there are two plans and one is terminated, creating a distributable event, can ...

  63. Are 401(k) loans taxed?

  64. What are the differences between a 401K and an IRA?

  65. How do I retire?

  66. How do you plan for retirement if you have multiple employers? Can you combine retirement ...

  67. I have a 403(b) from a old employer. I would like to convert it to a 401(k). How ...

  68. What is the difference between qualified and non-qualified plans?

  69. How do 401(k) loans work?

  70. I have a profit-sharing plan with my former employer. I am now trying to buy a home. ...

  71. How does an employer benefit from a 401(k) matching plan?

  72. What are the pros/cons of naming a trust as the beneficiary of a retirement account?

  73. Which of the following accounts does ERISA cover?

  74. What is the "three-legged stool"?

  75. Which statement(s) is/are FALSE about market risk?

  76. Why should I invest in the market when I can buy and sell houses or cars?

  77. Do I still have to pay penalties and taxes on money that I don't roll over from a ...

  78. We are in a 401(k) at work. Can we also do a Roth each year? If we can, can it also ...

  79. Am I entitled to any of my ex-spouse's retirement plan benefits?

  80. What are some of the features and benefits of SEP IRAs and Roth IRAs?

  81. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

  82. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

  83. What is the best retirement plan option for a physician with her own practice, employees ...

  84. Can a creditor seize my retirement savings?

  85. My company is the trustee of our 401k plan (which has 112 participants). What are ...

  86. I failed to distribute an inherited 401(k) that was found in an audit. What happens ...

  87. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. ...

  88. What types of plans allow catch-up contributions?

  89. The company I am working for said that 401(k) contribution can be based on only straight ...

  90. My company has three partners but plans to hire more this year. Would we be better ...

  91. Does participation in a 401(k) plan prevent an individual from contributing to a ...

  92. I am 61 years old and would like to contribute to my employer's 401(k) plan. Is there ...

  93. Can you have a 403(b) and also contribute to a 401(k)?

  94. Who bears the investment risk in 401(k) plans?

  95. Can I roll my 403(b) and 457 into other low-cost venders when I change jobs?

  96. What is the difference between a ROTH, SEP and Traditional IRA?

  97. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? ...

  98. I have just been laid off. Can I use my 401(k) for living expenses now and report ...

  99. I've heard that workers who don't roll over their 401(k)s after retiring face some ...

  100. What kinds of investments are allowed in a qualified retirement plan, and what kinds ...

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