FAQs tagged as

Retirement

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  1. Can 529 plans be used to transfer wealth to other family members if the original ...

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

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

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

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

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

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

  8. I have a small business (LLC), which I operate part-time. I also work full time for ...

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

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

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

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

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

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

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

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

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

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

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

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

  21. How can I budget for both short-term expenses and long-term goals?

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

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

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

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

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

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

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

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

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

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

  32. Are there special benefits for U.S. armed forces personnel?

  33. Why should I bother creating a budget?

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

  35. Can I roll a Traditional IRA into a 529 college account for my grandchild?

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

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

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

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

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

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

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

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

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

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

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

  47. How does online banking assist with budgeting?

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

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

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

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

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

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

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

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

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

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

  58. Can a creditor seize my retirement savings?

  59. What is estate planning?

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

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

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

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

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

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

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

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

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

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

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

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

  72. How can I get information about my deceased husband's retirement account if his employer ...

  73. How do I "vest" something?

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