FAQs tagged as

Retirement Planning

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  1. Are 401(k) contributions tax deductible?

  2. Are 401(k) rollovers taxable?

  3. Can catch-up contributions be matched?

  4. Are catch-up contributions included in actual deferral percentage (ADP) testing?

  5. Who offers 401(k) plans?

  6. Are catch-up contributions tax deductible?

  7. Can catch-up contributions be made to a SEP?

  8. Can you make tax-free withdrawals from your 401(k)?

  9. Are catch-up contributions allowed for SEP IRAs?

  10. How liquid are variable annuities?

  11. Can you fund nonqualified deferred compensation plans with life insurance?

  12. Are 401(k) withdrawals considered income?

  13. Am I losing the right to collect spousal Social Security benefits before I collect ...

  14. How often do target-date funds rebalance?

  15. What are the dormant account and escheat rules for 401(k) plans?

  16. What is a 409A nonqualified deferred compensation plan?

  17. Are target-date funds a good investment?

  18. How do I calculate the future value of an annuity?

  19. Are 401(k) accounts escheatable?

  20. Are target-date funds (TDFs) actively managed?

  21. Why do financial advisors dislike target-date funds?

  22. Are variable annuities protected from creditors?

  23. Are variable annuities tax deferred?

  24. Are variable annuities FDIC insured?

  25. What fees are associated with target-date funds?

  26. Are target-date funds tax efficient?

  27. Are variable annuities guaranteed?

  28. What are custom target-date funds?

  29. Are variable annuities safe?

  30. Are variable annuities a good retirement investment?

  31. What is the size of the average retirement nest egg?

  32. What are the main kinds of annuities?

  33. What are the risks of rolling my 401(k) into an annuity?

  34. How do I get out of my annuity and transfer to a new one?

  35. How can I determine if a longevity annuity is right for me?

  36. How does a Roth IRA grow over time?

  37. Are spousal Social Security benefits taxable?

  38. Are spousal Social Security benefits retroactive?

  39. Why are IRA, Roth IRAs and 401(k) contributions limited?

  40. How do you calculate penalties on an IRA or Roth IRA early withdrawal?

  41. What is the Social Security administration responsible for?

  42. What are Social Security spousal benefits?

  43. What are the best ways to use your 401(k) without a penalty?

  44. How soon should I start saving for retirement?

  45. How is Social Security tax calculated?

  46. How are Social Security benefits calculated for divorced spouse?

  47. How are spousal benefits calculated for Social Security?

  48. How does divorce affect Social Security benefits?

  49. Can I take my 401(k) in a lump sum?

  50. Can my child have an IRA/Roth IRA?

  51. Can my company ever be entitled to take my 401(k)?

  52. Are Social Security benefits affected by marriage?

  53. Are Social Security benefits taxable after age 62?

  54. Are variable annuities subject to required minimum distribution (RMD)?

  55. Can I use my 401(k) as a collateral for a loan?

  56. What are the penalties of cashing out a 401(k) before retirement?

  57. For what types of financial instruments would I want to calculate the present value ...

  58. What exact information is included in the interest rate when calculating the present ...

  59. What is the difference between the present value of an annuity and the future value ...

  60. How do gains from my 401(k) figure into my taxable income?

  61. How much will an employer generally contribute to a 401(a) plan?

  62. When can benefits be received from a provident fund?

  63. Is Social Security Income a perpetuity?

  64. How does a provident fund compare to U.S. Social Security?

  65. What type of asset allocation should I use if I am already retired?

  66. I'm in my 50s. Should I still participate in my company's Roth 401(k)?

  67. What does a sample plan using the 4% retirement rule look like?

  68. What are the tax advantages of a Roth 401(k) over an IRA or traditional 401(k)?

  69. Will I make more money in a Roth 401(k) or a traditional 401(k)?

  70. What is the difference between a custodian bank and a self-directed retirement account ...

  71. What is the difference between a 401(a) and a 401(k)?

  72. What are the IRS guidelines on the 401(a)?

  73. How is the provident fund funded?

  74. What are the financial benefits of retiring in the Philippines?

  75. How can I get a 'pensionado' visa to retire in Costa Rica?

  76. What option strategies can I use to earn additional income when investing in the ...

  77. How do you mediate a dispute between primary and contingent beneficiaries of a trust?

  78. Should I invest in penny stocks or large cap stocks for my retirement portfolio?

  79. What does U.S. law say about contingent beneficiaries?

  80. Places where I can open an IRA Account?

  81. Is a treasury bond a good investment for retirement?

  82. What is a drawdown arrangement?

  83. What rate of return should I expect on my 401(k)?

  84. How do you set up a revocable trust?

  85. How can an entrepreneur save for retirement?

  86. What types of insurance policies have contingent beneficiaries?

  87. What is the difference between portfolio management and financial planning?

  88. Under what circumstances will a contingent beneficiary receive an insurance payout?

  89. How do deferred tax assets help in meeting retirement goals?

  90. What are the best ways to pay less income tax?

  91. How do I calculate my Social Security break-even age?

  92. Are treasury bills a good investment for retirement savings?

  93. What are the most common deferred tax assets used by individuals?

  94. Is there any way to opt out of paying Social Security?

  95. Can I collect Social Security if I still have a job?

  96. Are annuities for seniors only?

  97. How can I avoid paying taxes on my Social Security income?

  98. What are the typical durations for a certificate of deposit?

  99. What type of investor should consider annuities?

  100. How does the invisible hand phenomenon affect investment markets?

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