FAQs tagged as

401K

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

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

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

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

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

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

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

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

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

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

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

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

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

  14. Are 401(k) loans taxed?

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

  16. How do I retire?

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

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

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

  20. How do 401(k) loans work?

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

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

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

  24. Which of the following accounts does ERISA cover?

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

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

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

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

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

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

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

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

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

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

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

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

  37. My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

  38. Can I contribute to my company-sponsored 401(k) after the company's year-end but ...

  39. I'm having trouble getting my former employer to distribute my 401(k) plan balance ...

  40. I am rolling my 401(k) into an IRA. After a year, can I convert this amount to a ...

  41. I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

  42. Do I need to hit my 401(k) contribution limit before I can begin making catch-up ...

  43. Can I roll my 401(k) and/or IRA funds into a more liquid investment fund without ...

  44. How do I get credit for my retirement plan contributions?

  45. I understand that I can withdraw from a 401k the year I turn 55 without the 10% penalty ...

  46. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

  47. I overcontributed to my 401(k). What are my options?

  48. How do I sign up for the saver's tax credit?

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

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

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

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

  53. Can a creditor seize my retirement savings?

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

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

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

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

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

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

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

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

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

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

  64. How do I "vest" something?

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