FAQs tagged as

Retirement Saving Plan

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  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. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without ...

  7. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. ...

  8. I've heard that workers who don't roll over their 401(k)s after retiring face some ...

  9. My uncle died recently. He designated my mother and father as his beneficiaries in ...

  10. Can IRAs be held jointly by spouses?

  11. My spouse and I now earn more than the dual-income limit specified by our IRAs. What ...

  12. Do I have to continue SEPPs for an inherited IRA?

  13. I have two Roth IRAs, one of which has a balance that is much less than the total ...

  14. What types of plans allow catch-up contributions?

  15. Can I establish more than one IRA?

  16. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

  17. If I am entitled according to my divorce decree to a percentage of my ex-husband's ...

  18. My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

  19. I stopped distributions from my retirement account while under Rule 72(t). Will this ...

  20. I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

  21. Can my spouse and I use our IRAs to purchase our first home?

  22. Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, ...

  23. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

  24. I'm having trouble getting my former employer to distribute my 401(k) plan balance ...

  25. How do I sign up for the saver's tax credit?

  26. My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. ...

  27. Who bears the investment risk in 401(k) plans?

  28. I am rolling my 401(k) into an IRA. After a year, can I convert this amount to a ...

  29. I just opened an IRA. What can I do to help my money grow?

  30. I understand that I can withdraw from a 401k the year I turn 55 without the 10% penalty ...

  31. What are the "certain requirements" that must be met for substantially equal periodic ...

  32. Can a spouse who is not named as a beneficiary receive assets from an IRA?

  33. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

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

  35. Can I have a self-directed IRA or Roth IRA using the forex market?

  36. I retired and transferred part of my pension distribution to a Roth IRA. If I am ...

  37. Can I leave my pension to my spouse when I pass away?

  38. I overcontributed to my 401(k). What are my options?

  39. The company I am working for said that 401(k) contribution can be based on only straight ...

  40. I have several Roth IRA conversions, each with different custodians. When I spoke ...

  41. Can the non-spouse beneficiary of an IRA name a successor beneficiary?

  42. Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

  43. What procedure applies to a taxpayer who made excess contributions for 2001, 2002, ...

  44. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

  45. Do I need to hit my 401(k) contribution limit before I can begin making catch-up ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  78. Can a creditor seize my retirement savings?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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