FAQs tagged as

Retirement Saving Plan

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  18. Can a creditor seize my retirement savings?

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

  20. How can I get information about my deceased husband's retirement account if his employer ...

  21. How do I "vest" something?

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