FAQs tagged as

IRA

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  1. Can I establish more than one IRA?

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

  3. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

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

  5. Can IRAs be held jointly by spouses?

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

  7. What does the Pension Protection Act of 2006 say about charitable contributions?

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

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

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

  11. Can I pull out most of my assets from my IRA and use the cash as long as I replace ...

  12. Can I borrow from an IRA without penalty?

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

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

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

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

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

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

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

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

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

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

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

  24. I'm worried about the economy and want to move my IRA funds from stocks and bonds ...

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