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Retirement Saving Plan
Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. Is it possible to reverse the QDRO, which was put into a CD Traditional IRA account, without incurring any type of penalty?
I overcontributed to my 401(k). What are my options?
The company I am working for said that 401(k) contribution can be based on only straight time pay! The company I previously worked for allowed me to contribute on gross earnings. Has the law changed, or is the current employer wrong?
I have several Roth IRA conversions, each with different custodians. When I spoke to an IRS representative, he maintained that the total amount of the conversions is always available. He told me that at any time I can take out what I had paid taxes on (wi
Can the non-spouse beneficiary of an IRA name a successor beneficiary?
Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?
What procedure applies to a taxpayer who made excess contributions for 2001, 2002, 2003 and 2004 and has neither withdrawn the excess and the earnings for 2001-2003, nor recharacterized 2004 to a Traditional IRA? How are multiple years such as this to be
I deducted my IRA contribution on my tax return but failed to transfer the funds. What do I do?
Do I need to hit my 401(k) contribution limit before I can begin making catch-up contributions?
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?
I want to close my IRA account. What percentage will I lose to tax?
How can I get information about my deceased husband's retirement account if his employer withholds it?
How do I "vest" something?
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