FAQs tagged as

Retirement Saving Plan

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

  2. Can I roll my 401(k) and/or IRA funds into a more liquid investment fund without penalty?

  3. I am considering taking a loan from my qualified retirement plan. What is the definition of a "reasonable interest rate"?

  4. Is my 403(b) account owned by me or by the institution?

  5. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase land and a house, will I have to pay a penalty on this distribution? Also, what kind of form will I need to file with my taxes, showing the IRS that $10,000 went toward a ho

  6. I converted a Traditional IRA to a Roth. The conversion was a stock equity with a cost basis of $19,000 in the Traditional IRA. The day of conversion, the value was $34,000. Which amount should the brokerage house use for the 1099-R?

  7. How can I make sure that past IRS errors have been corrected?

  8. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution limits?

  9. Can an IRA beneficiary roll the IRA over into another account and designate another beneficiary?

  10. What will happen to my SEP IRA if I leave my current employer?

  11. I inherited a Roth IRA. What are my options for taking distributions from the account?

  12. Health problems caused me to take my RMD after the deadline. Can I appeal my case to the IRS?

  13. How can I get information about my deceased husband's retirement account if his employer withholds it?

  14. How do I "vest" something?

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