FAQs tagged as

Retirement

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  1. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

  2. Where can I find information on how to distribute my deceased parent's assets?

  3. Why is there a cap on the Federal Insurance Contribution (FICA) tax?

  4. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

  5. Will I pay taxes on my Social Security payouts?

  6. Can I deduct my Individual Retirement Account (IRA) contribution on my tax return?

  7. Can I contribute to a Roth IRA and still participate in my employer-sponsored retirement ...

  8. At what age will I be eligible for the maximum Social Security payout?

  9. Can I take money out of my Individual Retirement Account (IRA) while working?

  10. What's the difference between an individual retirement account (IRA) and an annuity? ...

  11. What's the difference between an individual retirement account (IRA) and a certificate ...

  12. Why is Social Security running out of money?

  13. Can my spouse and children collect my Social Security when I die?

  14. How Can I Fund A Roth IRA If My Income Is Too High To Make Direct Contributions?

  15. If I don't have any kids and want to leave all of my worldly possessions to my dog, ...

  16. How do I list the beneficiaries of my life insurance policies if I have a trust? ...

  17. Are 401(k) loans taxed?

  18. What pension benefits are available to military personnel?

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

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

  21. How do I retire?

  22. I want to transfer my house title to my child, what are the costs and tax consequences ...

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

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

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

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

  27. Our broker switched firms in the middle of 2011. As a result we lost track of our ...

  28. What happens during the consolidation phase of an investor's life cycle?

  29. How can I start an IRA for my child?

  30. What is the difference between qualified and non-qualified plans?

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

  32. The reason why ERISA qualified plans should have an investment policy statement is ...

  33. How do 401(k) loans work?

  34. What are the exceptions to the premature withdrawal penalty rules for IRA accounts?

  35. Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?

  36. I have a profit-sharing plan with my former employer. I am now trying to buy a home. ...

  37. When is it a good idea to use an irrevocable life insurance trust?

  38. What does a "5 by 5" power in a trust document mean?

  39. How does an employer benefit from a 401(k) matching plan?

  40. Why is accidental life insurance so inexpensive?

  41. Should I collect early Social Security?

  42. What is the "stretch IRA" concept?

  43. What are the pros/cons of naming a trust as the beneficiary of a retirement account?

  44. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

  45. What is the difference between early retirement and full retirement as it applies ...

  46. All of the following are allowable deductions used in determining taxable estate ...

  47. If my spouse passes away, will I have to sell my home to meet creditor obligations?

  48. When is the best time to purchase long-term care insurance?

  49. What documents should I have ready in case my partner or I should die?

  50. Which of the following accounts does ERISA cover?

  51. What is the "three-legged stool"?

  52. What is pension maximization?

  53. Is it wise to put an IRA account into a fixed or variable annuity?

  54. Which statement(s) is/are FALSE about market risk?

  55. What is long-term care?

  56. What are activities of daily living (ADL)?

  57. Why should I invest in the market when I can buy and sell houses or cars?

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

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

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

  61. What is cliff vesting?

  62. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  78. Why should I bother creating a budget?

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

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

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

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

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

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

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

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

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

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

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

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

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

  92. How does online banking assist with budgeting?

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

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

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

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

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

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

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

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

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