FAQs tagged as

Retirement

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

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

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

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

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

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

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

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

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

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

  11. Can IRAs be held jointly by spouses?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  36. Why should I bother creating a budget?

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

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

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

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

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

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

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

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

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

  46. How does online banking assist with budgeting?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  84. Can I borrow from an IRA without penalty?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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