FAQs tagged as

Life Stage - Retirement

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

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

  3. Why were 401(k) plans created?

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

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

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

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

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

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

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

  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 ...

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

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

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

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

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

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

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

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

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

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

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

  26. Are my IRAs secure against possible liens?

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

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

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

  30. How do I retire?

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

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

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

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

  35. How do 401(k) loans work?

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

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

  38. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

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

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

  51. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  79. Can a creditor seize my retirement savings?

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

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

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

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

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

  85. Can I roll my 403(b) and 457 into other low-cost venders when I change jobs?

  86. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? ...

  87. Are there tax penalties for closing my Roth IRA account?

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

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

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

  91. I have just been laid off. Can I use my 401(k) for living expenses now and report ...

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

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

  94. Should I put money into a retirement account even if it isn't tax deductible?

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

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

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

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

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

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

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