FAQs tagged as


  1. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

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

  3. When can catch-up contributions start?

  4. Who can make catch-up contributions?

  5. How old do I have to be to make catch-up contributions?

  6. What is the catch-up contribution limit for qualified deferred tax plans?

  7. Are catch-up contributions tax deductible?

  8. Can variable annuities be rolled into an IRA?

  9. What is fiduciary liability insurance, and what are its benefits?

  10. How do deferred tax assets help in meeting retirement goals?

  11. Who is eligible for a Teacher Retirement?

  12. What are the benefits and advantages of the Teacher Retirement System?

  13. Who is eligible to obtain a 403(b) plan?

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

  15. What are the advantages and disadvantages of getting a 403(b) vs. a Roth IRA?

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

  17. Can I roll over a 403b plan?

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

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

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

  21. Is my 403(b) account owned by me or by the institution?

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

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

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

  25. I retired and transferred part of my pension distribution to a Roth IRA. If I am ...

  26. I made involuntary contributions to a retirement plan while temporarily employed. ...

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

  28. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

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

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

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

  32. I am a teacher in a public school system and I don't presently have a 403(b) plan, ...

  33. I work for a university, and I have a 403(b) with TIAA-CREF. But TIAA-CREF says I ...

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

  35. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

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