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

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

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

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

  12. Is my husband's ex-spouse entitled to receive my spouse's retirement benefits?

  13. Upon my death, will the beneficiaries of my IRA be compelled to take the entire amount ...

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

  15. Can an IRA owner disclaim his widow's account but exclude one spendthrift contingent ...

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

  17. How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

  18. I have several CDs in my IRA with different maturities. Can I roll them over to another ...

  19. Can I roll my 401(k) and/or IRA funds into a more liquid investment fund without ...

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

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

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

  23. I am the beneficiary of an IRA and a Keogh. Can I combine them into one plan?

  24. If an IRA owner dies after starting required minimum distributions (RMD) but the ...

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

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

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

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

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

  30. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without ...

  31. I am considering taking a loan from my qualified retirement plan. What is the definition ...

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

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

  34. Will I incur a tax penalty when making withdrawls from my IRA in excess of my SEPP?

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

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

  37. Can I establish more than one IRA?

  38. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. ...

  39. When should I take my Canadian Pension Plan distributions?

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

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

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

  43. How do I get credit for my retirement plan contributions?

  44. Can I give stock as a gift?

  45. Can I roll my SEP IRA into a Traditional IRA or should I convert to a Roth?

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

  47. Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, ...

  48. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

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

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

  51. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

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

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

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

  55. I'm 70.5 and still working for my own company. Can I defer starting my required minimum ...

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

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

  58. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

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

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

  61. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

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

  63. What does the Pension Protection Act of 2006 say about charitable contributions?

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

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

  66. What types of plans allow catch-up contributions?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  82. Can IRAs be held jointly by spouses?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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