FAQs tagged as

IRA

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

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

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

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

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

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

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

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

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

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

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

  12. If I participate in my company's SIMPLE IRA plan, can I also contribute to another ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  28. Are my IRAs secure against possible liens?

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

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

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

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

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

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

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

  36. How can I fund A Roth IRA if my income is too high to make direct contributions?

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

  38. How do I retire?

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

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

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

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

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

  44. What is the "stretch IRA" concept?

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

  46. Which of the following accounts does ERISA cover?

  47. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

  58. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  95. Can IRAs be held jointly by spouses?

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

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

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

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

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

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