FAQs tagged as

Retirement Planning

  • Showing 1-100 of 143 items
  • 1
  • 2
  • >>
  1. For what types of financial instruments would I want to calculate the present value ...

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

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

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

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

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

  7. Is Social Security Income a perpetuity?

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

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

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

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

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

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

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

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

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

  17. How is the provident fund funded?

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

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

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

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

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

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

  24. Places where I can open an IRA Account?

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

  26. What is a drawdown arrangement?

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

  28. How do you set up a revocable trust?

  29. How can an entrepreneur save for retirement?

  30. What types of insurance policies have contingent beneficiaries?

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

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

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

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

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

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

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

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

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

  40. Are annuities for seniors only?

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

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

  43. What type of investor should consider annuities?

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

  45. What are some examples of common fringe benefits?

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

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

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

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

  50. What is an equity-indexed annuity?

  51. What happens to my annuity after I die?

  52. Can I purchase mutual funds for my IRA?

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

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

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

  56. How does my spousal Social Security benefit work?

  57. How do Social Security survivor benefits work?

  58. Who is eligible for a Teacher Retirement?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  76. When can I withdraw my IRA money?

  77. Are qualified retirement plans protected from creditors?

  78. How are IRA withdrawals taxed?

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

  80. What are the advantages of a Roth IRA?

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

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

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

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

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

  86. Is a Roth IRA a qualified retirement plan?

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

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

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

  90. How do I choose a Roth IRA provider?

  91. How do I open an IRA?

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

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

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

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

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

  97. What are the disadvantages of a Roth IRA?

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

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

  100. What is the Roth IRA 5 year rule?

  • Showing 1-100 of 143 items
  • 1
  • 2
  • >>
Trading Center
×

You are using adblocking software

Want access to all of Investopedia? Add us to your “whitelist”
so you'll never miss a feature!