FAQs tagged as

IRA

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  37. How do I retire?

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

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

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

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

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

  43. What is the "stretch IRA" concept?

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

  45. Which of the following accounts does ERISA cover?

  46. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  72. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

  73. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

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

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

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

  77. Are the deferred earnings in a SIMPLE IRA subject to FICA taxes?

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

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

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

  81. I'm an 80 year old making increasing required minimum distribution (RMD) tax payments. ...

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

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

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

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

  86. Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

  87. I converted my former IRA to a Roth for tax purposes in 1998, so even though the ...

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

  89. I plan to retire in March 2005 at the age of 59.75. When and what percentage or dollar ...

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

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

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

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

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

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

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

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

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

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

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

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