FAQs tagged as

Retirement Saving Plan

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

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

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

  4. Can I contribute to both a 401(k) and an IRA?

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

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

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

  8. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

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

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

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

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

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

  14. Is there a limit on how much I can move from my IRA to my Roth IRA?

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

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

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

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

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

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

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

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

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

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

  25. I want to close my IRA account. What percentage will I lose to tax?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  48. I have a small business (LLC), which I operate part-time. I also work full time for ...

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

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

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

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

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

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

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

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

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

  58. Can a creditor seize my retirement savings?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  91. Can I borrow from an IRA without penalty?

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

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

  94. I am starting a limited liability company (LLC). I will be the sole member. Can I ...

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

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

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

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

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

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

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