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Can I roll my 401(k) and/or IRA funds into a more liquid investment fund without penalty?
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I am considering taking a loan from my qualified retirement plan. What is the definition of a "reasonable interest rate"?
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Is my 403(b) account owned by me or by the institution?
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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
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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?
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How can I make sure that past IRS errors have been corrected?
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Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution limits?
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Can an IRA beneficiary roll the IRA over into another account and designate another beneficiary?
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What will happen to my SEP IRA if I leave my current employer?
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I inherited a Roth IRA. What are my options for taking distributions from the account?
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Health problems caused me to take my RMD after the deadline. Can I appeal my case to the IRS?
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How can I get information about my deceased husband's retirement account if his employer withholds it?
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How do I "vest" something?
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