FAQs tagged as

Retirement Saving Plan

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  18. Can I borrow from an IRA without penalty?

  19. Can I roll over my IRA assets to a sheltered Canadian plan?

  20. What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

  21. Are the deferred earnings in a SIMPLE IRA subject to FICA taxes?

  22. Can I return funds to my Roth IRA after I have taken it as a distribution?

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

  24. I converted my former IRA to a Roth for tax purposes in 1998, so even though the ...

  25. If an individual still has his or her former spouse as the beneficiary of an IRA, ...

  26. My wife and I both converted our Traditional IRAs to Roth IRAs in Dec 1998 and have ...

  27. My certificate of deposit (CD) has just matured and I plan to contribute $10,000 ...

  28. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

  29. I just learned that my 2004 and 2005 Roth IRA contributions are not allowed because ...

  30. Can I contribute to my company-sponsored 401(k) after the company's year-end but ...

  31. Can I roll over a profit-sharing plan to an SEP IRA account without suffering any ...

  32. Can you have a 403(b) and also contribute to a 401(k)?

  33. Can a person who is retired continue to fund an IRA?

  34. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

  35. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

  36. I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA? ...

  37. I am 61 years old and would like to contribute to my employer's 401(k) plan. Is there ...

  38. Can my spouse and I combine our Traditional IRAs?

  39. What are the exceptions to the early distribution penalty for a non-qualified Roth ...

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

  41. Can I, without tax penalties, use the IRA I inherited from my father to buy a home ...

  42. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

  43. When should I take my Canadian Pension Plan distributions?

  44. Which amount should the brokerage use for the 1099-R?

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

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

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

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

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

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

  51. I am considering taking a loan from my qualified retirement plan. What is the definition ...

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

  53. How do I "vest" something?

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