FAQs tagged as

Retirement Planning

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

  2. What are the main kinds of annuities?

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

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

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

  6. How does a Roth IRA grow over time?

  7. Are spousal Social Security benefits taxable?

  8. Are spousal Social Security benefits retroactive?

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

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

  11. What is the Social Security administration responsible for?

  12. What are Social Security spousal benefits?

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

  14. How soon should I start saving for retirement?

  15. How is Social Security tax calculated?

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

  17. How are spousal benefits calculated for Social Security?

  18. How does divorce affect Social Security benefits?

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

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

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

  22. Are Social Security benefits taxable after age 62?

  23. Are Social Security benefits affected by marriage?

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

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

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

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

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

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

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

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

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

  33. Is Social Security Income a perpetuity?

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

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

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

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

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

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

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

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

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

  43. How is the provident fund funded?

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

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

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

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

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

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

  50. Places where I can open an IRA Account?

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

  52. What is a drawdown arrangement?

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

  54. How do you set up a revocable trust?

  55. How can an entrepreneur save for retirement?

  56. What types of insurance policies have contingent beneficiaries?

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

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

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

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

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

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

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

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

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

  66. Are annuities for seniors only?

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

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

  69. What type of investor should consider annuities?

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

  71. What are some examples of common fringe benefits?

  72. Are dividends the best way to make money for retirement?

  73. How can a reverse mortgage help wealthy and poor retirees?

  74. What can I do if I bought an annuity and don't want it anymore?

  75. Are there penalties for withdrawing monies invested in annuities?

  76. What is an equity-indexed annuity?

  77. What happens to my annuity after I die?

  78. Can I purchase mutual funds for my IRA?

  79. How do Social Security benefits for widows or widowers work?

  80. What are the best ways to plan for retirement?

  81. What are Social Security Credits for and how can I earn them?

  82. How does my spousal Social Security benefit work?

  83. How do I know what Social Security benefits I am eligible for?

  84. Who is eligible for a Teacher Retirement?

  85. How do Social Security survivor benefits work?

  86. How can I receive my Social Security benefits if I want to retire outside the U.S?

  87. When am I eligible to receive Social Security benefits?

  88. How do I track my pending application for Social Security benefits?

  89. Is it possible to collect spousal Social Security benefits before I collect my own?

  90. What are the main differences between a provident fund and a pension fund?

  91. How do I apply for Social Security retirement benefits?

  92. What are the benefits and advantages of the Teacher Retirement System?

  93. Are my Social Security Benefits reduced if I receive extra pensions from different ...

  94. What are the rules and restrictions on a Spousal IRA?

  95. How soon do I need to start my application for Social Security retirement benefits?

  96. How can I request a Social Security disability award letter?

  97. What is the maximum I can receive from my Social Security retirement benefit?

  98. How are Pay As You Go pension plan benefits taxed?

  99. When is it optimal to take my widow's Social Security benefit?

  100. What are the differences between a systematic investment plan (SIP) and a recurring ...

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