FAQs tagged as

Retirement

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

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

  3. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

  14. What are the "certain requirements" that must be met for substantially equal periodic ...

  15. My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

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

  17. How can I make sure that past IRS errors have been corrected?

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

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

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

  21. I just opened an IRA. What can I do to help my money grow?

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

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

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

  25. The company I am working for said that 401(k) contribution can be based on only straight ...

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

  27. I'm having trouble getting my former employer to distribute my 401(k) plan balance ...

  28. Can IRAs be held jointly by spouses?

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

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

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

  32. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

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

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

  35. I work for a university, and I have a 403(b) with TIAA-CREF. But TIAA-CREF says I ...

  36. How do I go about opening up a Roth IRA?

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

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

  39. My spouse and I now earn more than the dual-income limit specified by our IRAs. What ...

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

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

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

  43. How can a trust lower federal transfer tax liability?

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

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

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

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

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

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

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

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

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

  53. Why should I bother creating a budget?

  54. What should I consider when I select an executor for my will?

  55. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

  56. Can an IRA be used as security for a loan?

  57. My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

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

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

  60. My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. ...

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

  62. When am I not required to submit a social security number on my tax return?

  63. How does online banking assist with budgeting?

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

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

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

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

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

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

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

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

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

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

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

  75. Can a creditor seize my retirement savings?

  76. What is estate planning?

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

  78. Can I pull out most of my assets from my IRA and use the cash as long as I replace ...

  79. I am a teacher in a public school system and I don't presently have a 403(b) plan, ...

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

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

  82. How do my siblings and I receive inherited pension benefit payments from our deceased ...

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

  84. Where can I find information on multiple annual additions for someone employed by ...

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

  86. After receiving a required distribution when and how are my taxes affected?

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

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

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

  90. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

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

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

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

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

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

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

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

  98. I failed to distribute an inherited 401(k) that was found in an audit. What happens ...

  99. What are the income limits for Roth IRA contributions?

  100. My company is the trustee of our 401k plan (which has 112 participants). What are ...

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