FAQs tagged as

Retirement

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

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

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

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

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

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

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

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

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

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

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

  12. Can a creditor seize my retirement savings?

  13. What is estate planning?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  38. Can I borrow from an IRA without penalty?

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

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

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

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

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

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

  45. I converted my former IRA to a Roth for tax purposes in 1998, so even though the ...

  46. If an individual still has his or her former spouse as the beneficiary of an IRA, ...

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

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

  49. My mother inherited my father's IRA. When she died, I received an account application ...

  50. If a trust is named as the beneficiary of an IRA, can the trustee of that trust become ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  80. Can I give stock as a gift?

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

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

  83. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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