FAQs tagged as

Retirement Saving Plan

  • Showing 101-200 of 253 items
  • <<
  • 1
  • 2
  • 3
  • >>
  1. How do I use a conduit IRA?

  2. Do I still have to pay penalties and taxes on money that I don't roll over from a ...

  3. We are in a 401(k) at work. Can we also do a Roth each year? If we can, can it also ...

  4. Is a person an active participant in an employer-sponsored retirement plan if he ...

  5. What are the penalties for withdrawing from my Traditional IRA less than a year after ...

  6. I didn't earn any income this year. Can I still contribute to a Roth?

  7. I have two jobs. Can I contribute to two SIMPLE IRA plans?

  8. What's the best kind of IRA for a 20-something?

  9. Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

  10. What are some of the features and benefits of SEP IRAs and Roth IRAs?

  11. How do I go about opening up a Roth IRA?

  12. I am over 60 years old and have a Roth IRA to which I have made contributions for ...

  13. I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

  14. Once substantially equal periodic payments (SEPP) of an IRA have started, is the ...

  15. How do my siblings and I receive inherited pension benefit payments from our deceased ...

  16. What are the rules and reporting requirements for a rollover of a required minimum ...

  17. If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

  18. How can I reduce the taxes on my inherited retirement assets?

  19. I have several CDs in my IRA with different maturities. Can I roll them over to another ...

  20. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? ...

  21. I work for a university, and I have a 403(b) with TIAA-CREF. But TIAA-CREF says I ...

  22. I have conservative views on investing. How should I go about investing in a Roth ...

  23. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

  24. I plan to retire in March 2005 at the age of 59.75. When and what percentage or dollar ...

  25. I'm an 80 year old making increasing required minimum distribution (RMD) tax payments. ...

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

  27. If a trust is named as the beneficiary of an IRA, can the trustee of that trust become ...

  28. Can an IRA owner disclaim his widow's account but exclude one spendthrift contingent ...

  29. How do I get credit for my retirement plan contributions?

  30. Can a creditor seize my retirement savings?

  31. What is the difference between a ROTH, SEP and Traditional IRA?

  32. Is it permissible for a 70-year-old person to buy an IRA?

  33. Can an IRA be used as security for a loan?

  34. My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

  35. I am 59 (not 59.5) and my husband is 65. We have participated in a SIMPLE IRA with ...

  36. Can investment real estate be purchased within an IRA and, if so, are there any pitfalls?

  37. I want to purchase a five-year period certain single premium immediate annuity (SPIA) ...

  38. Can I roll my 403(b) and 457 into other low-cost venders when I change jobs?

  39. I'm 70.5 and still working for my own company. Can I defer starting my required minimum ...

  40. After receiving a required distribution when and how are my taxes affected?

  41. What is the difference between a Keogh and an IRA?

  42. What kinds of investments are allowed in a qualified retirement plan, and what kinds ...

  43. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

  44. Can I move my IRA to a better income-producing opportunity?

  45. Can my spouse and I convert our IRAs to Roth IRAs regardless of earned income?

  46. Are there tax penalties for closing my Roth IRA account?

  47. My mother inherited my father's IRA. When she died, I received an account application ...

  48. I have several jobs. Can I contribute the maximum to multiple employer retirement ...

  49. Will I incur a tax penalty when making withdrawls from my IRA in excess of my SEPP?

  50. Should I start taking my RMD based on the amount in my account when I turn 70.5?

  51. I failed to distribute an inherited 401(k) that was found in an audit. What happens ...

  52. I'm worried about the economy and want to move my IRA funds from stocks and bonds ...

  53. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

  54. Can I pull out most of my assets from my IRA and use the cash as long as I replace ...

  55. I am a teacher in a public school system and I don't presently have a 403(b) plan, ...

  56. I made involuntary contributions to a retirement plan while temporarily employed. ...

  57. I didn't record my Traditional IRA contributions. Is there a website that lists ...

  58. What's the difference between a savings account and a Roth IRA?

  59. Can I roll the funds in an SEP-IRA over to a profit-sharing plan or self-directed ...

  60. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

  61. If I pass away, will my retirement plan go to my spouse tax free?

  62. Does participation in a 401(k) plan prevent an individual from contributing to a ...

  63. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

  64. Upon my death, will the beneficiaries of my IRA be compelled to take the entire amount ...

  65. If an IRA owner dies after starting required minimum distributions (RMD) but the ...

  66. What is the five-year waiting rule for Roth IRAs?

  67. I am in the second year of taking SEPP distributions from my IRA. Can I transfer ...

  68. What does the Pension Protection Act of 2006 say about charitable contributions?

  69. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

  70. How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

  71. Can I return funds to my Traditional IRA after taking a distribution?

  72. My company is the trustee of our 401k plan (which has 112 participants). What are ...

  73. Can I borrow from an IRA without penalty?

  74. I am the beneficiary of an IRA and a Keogh. Can I combine them into one plan?

  75. I am making after-tax contributions to an IRA. Will I get taxed again when I withdraw ...

  76. My company has three partners but plans to hire more this year. Would we be better ...

  77. I have just been laid off. Can I use my 401(k) for living expenses now and report ...

  78. Can I return funds to my Roth IRA after I have taken it as a distribution?

  79. What are the income limits for Roth IRA contributions?

  80. I converted my former IRA to a Roth for tax purposes in 1998, so even though the ...

  81. If an individual still has his or her former spouse as the beneficiary of an IRA, ...

  82. My wife and I both converted our Traditional IRAs to Roth IRAs in Dec 1998 and have ...

  83. Can I roll over my IRA assets to a sheltered Canadian plan?

  84. What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

  85. Are the deferred earnings in a SIMPLE IRA subject to FICA taxes?

  86. Can I roll over a profit-sharing plan to an SEP IRA account without suffering any ...

  87. Can you have a 403(b) and also contribute to a 401(k)?

  88. Can a person who is retired continue to fund an IRA?

  89. My certificate of deposit (CD) has just matured and I plan to contribute $10,000 ...

  90. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

  91. I just learned that my 2004 and 2005 Roth IRA contributions are not allowed because ...

  92. Can I contribute to my company-sponsored 401(k) after the company's year-end but ...

  93. What are the exceptions to the early distribution penalty for a non-qualified Roth ...

  94. Can I roll my SEP IRA into a Traditional IRA or should I convert to a Roth?

  95. Can I, without tax penalties, use the IRA I inherited from my father to buy a home ...

  96. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

  97. When should I take my Canadian Pension Plan distributions?

  98. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

  99. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

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

  • Showing 101-200 of 253 items
  • <<
  • 1
  • 2
  • 3
  • >>
Trading Center