FAQs tagged as

Retirement Planning

  1. Can I purchase mutual funds for my IRA?

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

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

  4. Who is eligible for a Teacher Retirement?

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

  6. How does my spousal Social Security benefit work?

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

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

  9. How do Social Security survivor benefits work?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  24. How are Registered Retirement Saving Plans (RRSPs) taxed?

  25. How do I open an IRA?

  26. Are qualified retirement plans protected from creditors?

  27. Is a 401(k) a qualified retirement plan?

  28. What are the main differences between a Simplified Employee Pension (SEP) IRA and ...

  29. Is an ESOP a qualified retirement plan?

  30. When can I withdraw my IRA money?

  31. What are the advantages of a Roth IRA?

  32. Is a Roth IRA a qualified retirement plan?

  33. How does a Simplified Employee Pension (SEP) IRA work?

  34. What are the disadvantages of a Roth IRA?

  35. When are Simplified Employee Pension (SEP) IRA contributions due?

  36. What are the Roth 401(k) contribution limits?

  37. How are Simplified Employee Pension (SEP) IRAs taxed?

  38. Can savings from a Roth 401(k) be used for college without penalty?

  39. What is the Roth IRA 5 year rule?

  40. How are IRA withdrawals taxed?

  41. What are the penalties for early withdrawal from a Registered Retirement Savings ...

  42. What are the advantages of commodities on a Roth IRA?

  43. How do I roll over my Roth 401(k) into a Roth IRA or IRA?

  44. What are the disadvantages of commodities on a Roth IRA?

  45. What are the risks associated with a Roth IRA?

  46. Where can I open an IRA?

  47. Are Roth 401(k) plans matched by employers?

  48. When is a Roth 401(k) better than a traditional 401(k)?

  49. Is an individual/independent 401(k) a qualified plan?

  50. How do I choose a Roth IRA provider?

  51. What are the Simplified Employee Pension (SEP) IRA contribution limits?

  52. How do pay-as-you-go pension plans work?

  53. What are the main reasons not to get a Registered Retirement Savings Plan (RRSP)?

  54. Are Simple IRA taxes the same as traditional IRA taxes?

  55. Who is eligible to obtain a Simplified Employee Pension (SEP) IRA?

  56. What are the differences between a Registered Retirement Savings Plan (RRSP) and ...

  57. How can you get your Canada Pension Plan (CPP) payments early?

  58. What are the benefits of an independent/individual 401(k)?

  59. What are the 403(b) contribution limits?

  60. Can I roll over a 403b plan?

  61. What are the advantages and disadvantages of getting a 403(b) vs. a Roth IRA?

  62. What is a 401(k) rollover?

  63. Are qualified pension plans taxable?

  64. How do you withdraw money from your 401(k)?

  65. What are the contribution limits of a 401(k) vs. a Roth 401(k)?

  66. What are the 2014 401(k) contribution limits?

  67. How do I set up a 408(k) plan in my business?

  68. What are qualified retirement plan types?

  69. How does a qualified retirement plan early distribution work?

  70. What are the Roth 401(k) withdrawal rules?

  71. Do I need an employer to set up a 401(k) plan?

  72. What is the penalty for taking money out of my 401(k) before I'm 59 years old?

  73. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

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

  75. Can an employer adopt a different type of retirement plan for each employee?

  76. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

  77. Can high-income earners deduct yearly defined-benefit plan contributions of over ...

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

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

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

  81. Why is Social Security running out of money?

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

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

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

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

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

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

  88. Can a creditor seize my retirement savings?

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

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

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

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

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

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