FAQs tagged as

IRA

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

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

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

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

  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 roll a Traditional IRA into a 529 college account for my grandchild?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  67. Can I establish more than one IRA?

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

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

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

  71. Can IRAs be held jointly by spouses?

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

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

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

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

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

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

  78. Can I borrow from an IRA without penalty?

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

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

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

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

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

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

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

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

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

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

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

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

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

  92. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

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

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

  95. Can I return funds to my Traditional IRA after taking a distribution?

  96. Is it permissible for a 70-year-old person to buy an IRA?

  97. If an individual still has his or her former spouse as the beneficiary of an IRA, ...

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

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

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

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