FAQs tagged as

IRA

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

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

  3. How can I start an IRA for my child?

  4. What are the exceptions to the premature withdrawal penalty rules for IRA accounts?

  5. Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?

  6. What is the "stretch IRA" concept?

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

  8. Which of the following accounts does ERISA cover?

  9. How do I use a conduit IRA?

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

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

  12. What are the penalties for withdrawing from my Traditional IRA less than a year after ...

  13. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

  14. I am making after-tax contributions to an IRA. Will I get taxed again when I withdraw ...

  15. If I am entitled according to my divorce decree to a percentage of my ex-husband's ...

  16. I didn't record my Traditional IRA contributions. Is there a website that lists ...

  17. Can my spouse and I convert our IRAs to Roth IRAs regardless of earned income?

  18. What will happen to my SEP IRA if I leave my current employer?

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

  20. I am over 60 years old and have a Roth IRA to which I have made contributions for ...

  21. Can I move my IRA to a better income-producing opportunity?

  22. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

  23. Can a person who is retired continue to fund an IRA?

  24. Do I have to continue SEPPs for an inherited IRA?

  25. Upon my death, will the beneficiaries of my IRA be compelled to take the entire amount ...

  26. Should I start taking my RMD based on the amount in my account when I turn 70.5?

  27. What procedure applies to a taxpayer who made excess contributions for 2001, 2002, ...

  28. Can I establish more than one IRA?

  29. Can the non-spouse beneficiary of an IRA name a successor beneficiary?

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

  31. Can I have a self-directed IRA or Roth IRA using the forex market?

  32. If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

  33. Can I roll over my IRA assets to a sheltered Canadian plan?

  34. I just learned that my 2004 and 2005 Roth IRA contributions are not allowed because ...

  35. I stopped distributions from my retirement account while under Rule 72(t). Will this ...

  36. What are the rules and reporting requirements for a rollover of a required minimum ...

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

  38. I am in the second year of taking SEPP distributions from my IRA. Can I transfer ...

  39. If an IRA owner dies after starting required minimum distributions (RMD) but the ...

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

  41. My certificate of deposit (CD) has just matured and I plan to contribute $10,000 ...

  42. I didn't earn any income this year. Can I still contribute to a Roth?

  43. My uncle died recently. He designated my mother and father as his beneficiaries in ...

  44. Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, ...

  45. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution ...

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

  47. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

  48. Once substantially equal periodic payments (SEPP) of an IRA have started, is the ...

  49. What's the best kind of IRA for a 20-something?

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

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

  52. Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

  53. My wife and I both converted our Traditional IRAs to Roth IRAs in Dec 1998 and have ...

  54. If I pass away, will my retirement plan go to my spouse tax free?

  55. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

  56. I want to purchase a five-year period certain single premium immediate annuity (SPIA) ...

  57. What are the exceptions to the early distribution penalty for a non-qualified Roth ...

  58. I inherited a Roth IRA. What are my options for taking distributions from the account?

  59. What is the five-year waiting rule for Roth IRAs?

  60. Can an IRA owner disclaim his widow's account but exclude one spendthrift contingent ...

  61. I have several Roth IRA conversions, each with different custodians. When I spoke ...

  62. Can investment real estate be purchased within an IRA and, if so, are there any pitfalls?

  63. Are there tax penalties for closing my Roth IRA account?

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

  65. Can a spouse who is not named as a beneficiary receive assets from an IRA?

  66. I just opened an IRA. What can I do to help my money grow?

  67. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without ...

  68. I have two Roth IRAs, one of which has a balance that is much less than the total ...

  69. What's the difference between a savings account and a Roth IRA?

  70. I have two jobs. Can I contribute to two SIMPLE IRA plans?

  71. What is the difference between a Keogh and an IRA?

  72. Can IRAs be held jointly by spouses?

  73. I want to roll over a portion of my retirement plan with my employer and I have been ...

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

  75. Can I borrow from an IRA without penalty?

  76. Can I roll the funds in an SEP-IRA over to a profit-sharing plan or self-directed ...

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

  78. My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. ...

  79. Which amount should the brokerage use for the 1099-R?

  80. Can I return funds to my Roth IRA after I have taken it as a distribution?

  81. I have several jobs. Can I contribute the maximum to multiple employer retirement ...

  82. I have conservative views on investing. How should I go about investing in a Roth ...

  83. How can I reduce the taxes on my inherited retirement assets?

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

  85. I am 59 (not 59.5) and my husband is 65. We have participated in a SIMPLE IRA with ...

  86. My spouse and I now earn more than the dual-income limit specified by our IRAs. What ...

  87. What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

  88. I have several CDs in my IRA with different maturities. Can I roll them over to another ...

  89. Can my spouse and I use our IRAs to purchase our first home?

  90. Can I, without tax penalties, use the IRA I inherited from my father to buy a home ...

  91. Can I roll over a profit-sharing plan to an SEP IRA account without suffering any ...

  92. Can my spouse and I combine our Traditional IRAs?

  93. My mother inherited my father's IRA. When she died, I received an account application ...

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

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

  96. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

  97. Can an IRA beneficiary roll the IRA over into another account and designate another ...

  98. How can I make sure that past IRS errors have been corrected?

  99. If a trust is named as the beneficiary of an IRA, can the trustee of that trust become ...

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

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