FAQs tagged as


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

  2. When can catch-up contributions start?

  3. Who can make catch-up contributions?

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

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

  6. Are catch-up contributions tax deductible?

  7. Can variable annuities be rolled into an IRA?

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

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

  10. Who is eligible for a Teacher Retirement?

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

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

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

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

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

  16. Can I roll over a 403b plan?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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