FAQs tagged as

IRA

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  1. How do I set up a 408(k) plan in my business?

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

  3. What are the benefits of an independent/individual 401(k)?

  4. What is the difference between a 408 (k) plan and a 401 (k) plan?

  5. If I contribute to a 401(k) plan, can I still contribute to an individual retirement ...

  6. What does it mean if my 401(k) plan has been frozen?

  7. Can I still set up an SEP if one of my employees refuses to participate?

  8. Can I roll a Traditional IRA into a 529 college account for my grandchild?

  9. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

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

  11. I am starting a limited liability company (LLC). I will be the sole member. Can I ...

  12. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

  13. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

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

  15. I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

  16. Is there a limit on how much I can move from my IRA to my Roth IRA?

  17. What is a good book on creating a trust that would qualify as the beneficiary for ...

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

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

  20. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

  21. My spouse has little/no income. Can I contribute to my spouse's IRA?

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

  23. What is the difference between a Traditional and a Roth IRA?

  24. Are there special benefits for U.S. armed forces personnel?

  25. I work for two companies. How much can I contribute to each company's SIMPLE IRA?

  26. Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

  27. Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

  28. Are any special forms or documents required when transferring an IRA/SEP/SIMPLE to ...

  29. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

  30. Is it wise to put an IRA account into a fixed or variable annuity?

  31. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

  32. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

  33. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

  34. Are my IRAs secure against possible liens?

  35. I overcontributed to my Roth, then lost half of this money to the market. Does the ...

  36. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

  37. Can I deduct my Individual Retirement Account (IRA) contribution on my tax return?

  38. Can I take money out of my Individual Retirement Account (IRA) while working?

  39. What's the difference between an individual retirement account (IRA) and an annuity? ...

  40. What's the difference between an individual retirement account (IRA) and a certificate ...

  41. How Can I Fund A Roth IRA If My Income Is Too High To Make Direct Contributions?

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

  43. How do I retire?

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

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

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

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

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

  49. What is the "stretch IRA" concept?

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

  51. Which of the following accounts does ERISA cover?

  52. How do I use a conduit IRA?

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

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

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

  56. What are the "certain requirements" that must be met for substantially equal periodic ...

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

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

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

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

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

  62. How do I go about opening up a Roth IRA?

  63. My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

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

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

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

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

  68. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

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

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

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

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

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

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

  75. Will I incur a tax penalty when making withdrawls from my IRA in excess of my SEPP?

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

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

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

  79. Can an IRA be used as security for a loan?

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

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

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

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

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

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

  86. Can I establish more than one IRA?

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

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

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

  90. Can IRAs be held jointly by spouses?

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

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

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

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

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

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

  97. Can I borrow from an IRA without penalty?

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

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

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

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