FAQs tagged as

Life Stage - Retirement

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

  2. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

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

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

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

  6. If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

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

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

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

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

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

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

  13. Can an employer adopt a different type of retirement plan for each employee?

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

  15. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

  16. Is my 403(b) account owned by me or by the institution?

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

  18. If there are two plans and one is terminated, creating a distributable event, can ...

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

  20. Are my IRAs secure against possible liens?

  21. What should you do when you're five years from retiring?

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

  23. How do I retire?

  24. What are Government Pension Offsets, and who is subject to them?

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

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

  27. Which investment would be most suitable for a client investing for retirement and ...

  28. How do 401(k) loans work?

  29. A lot of retirement projections seem to assume an 8% rate of return. Is this realistic?

  30. Should a Canadian citizen who lives and works in the U.S. continue to contribute ...

  31. How do I use a conduit IRA?

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

  33. Is a person an active participant in an employer-sponsored retirement plan if he ...

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

  35. Am I entitled to any of my ex-spouse's retirement plan benefits?

  36. What happens when someone is given the golden boot?

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

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

  39. What kinds of investments are allowed in a qualified retirement plan, and what kinds ...

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

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

  42. I participate in a profit-sharing plan at work. If I retire at age 62, will I be ...

  43. Is an employee eligible for an SEP if the plan has already been set up for other ...

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

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

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

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

  48. Can I contribute to my company-sponsored 401(k) after the company's year-end but ...

  49. Who qualifies as "single" for tax or retirement purposes when spouses do not live ...

  50. Can you have a 403(b) and also contribute to a 401(k)?

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

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

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

  54. Can I hold non-dollar currencies in my retirement fund?

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

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

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

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

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

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

  61. What are some common and useful retirement planner designations? Are they expensive ...

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

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

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

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

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

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

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

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

  70. I am 61 years old and would like to contribute to my employer's 401(k) plan. Is there ...

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

  72. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

  83. I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

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

  85. Can a creditor seize my retirement savings?

  86. I overcontributed to my 401(k). What are my options?

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

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

  89. I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA? ...

  90. Who bears the investment risk in 401(k) plans?

  91. Do I need to hit my 401(k) contribution limit before I can begin making catch-up ...

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

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

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

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

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

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

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

  99. I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

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

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