FAQs tagged as

Life Stage - Retirement

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  1. How do 401(k) loans work?

  2. Can my 401(k) be seized or garnished?

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

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

  5. How safe are variable annuities?

  6. What are the best ways to sell an annuity?

  7. What are the best ways to use your 401(k) without a penalty?

  8. How are spousal benefits calculated for Social Security?

  9. How does divorce affect Social Security benefits?

  10. Are Social Security benefits affected by marriage?

  11. Can I take my 401(k) to buy a house for my children?

  12. How can I get a "pensionado" visa to retire in Costa Rica?

  13. What option strategies can I use to earn additional income when investing in the ...

  14. What documents I need to transfer an IRA/SEP/SIMPLE to a Traditional IRA?

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

  16. Why were 401(k) plans created?

  17. What is the penalty for taking money out of my 401(k) before I'm 59 years old?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  38. Are my IRAs secure against possible liens?

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

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

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

  42. How do I retire?

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

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

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

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

  49. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

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

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

  62. Why should investors pick less risky investments as they approach retirement?

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

  64. I'm about to retire. If I pay off my mortgage with after-tax money I have saved, ...

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

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

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

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

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

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

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

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

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

  74. Can I establish more than one IRA?

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

  76. What is the best retirement plan option for a physician with her own practice, employees ...

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

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

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

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

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

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

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

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

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

  86. I made involuntary contributions to a retirement plan while temporarily employed. ...

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

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

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

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

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

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

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

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

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

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

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

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

  99. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

  100. Can I leave my pension to my spouse when I pass away?

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