FAQs tagged as

Retirement Planning

  1. I am in my mid thirties and have nothing invested for retirement. Is it too late to start contributing for a retirement plan?

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

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

  4. Is it easier to save for retirement if you start earlier in life? Can I make up for what I don't save now by contributing more later on?

  5. Can high-income earners deduct yearly defined-benefit plan contributions of over $100,000?

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

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

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

  9. Why is Social Security running out of money?

  10. How do you plan for retirement if you have multiple employers? Can you combine retirement plans from multiple employers?

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

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

  13. Should a Canadian citizen who lives and works in the U.S. continue to contribute to a RRSP account?

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

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

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

  17. Where can I find information on multiple annual additions for someone employed by more than one unaffiliated company?

  18. I want to roll over a portion of my retirement plan with my employer and I have been advised to ask for separate checks to account for pre- and after-tax amounts. What does this mean?

  19. Can a creditor seize my retirement savings?

  20. What are some common and useful retirement planner designations? Are they expensive or difficult to obtain?

  21. What is the best retirement plan option for a physician with her own practice, employees and a desire to fund her retirement without making things complicated? She'd like to avoid plans that rely on a stringent income test or require all employees to part

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