FAQs tagged as

Retirement Saving Plan

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

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

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

  4. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without penalty when I leave the country?

  5. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. Can I roll over the money in the 401(k) plan to this new 403(b) plan?

  6. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA plans?

  7. I've heard that workers who don't roll over their 401(k)s after retiring face some problems related to estate planning. I was told it was some type of final 2002 government regulation. Is this true?

  8. My uncle died recently. He designated my mother and father as his beneficiaries in 1997, after his divorce, and did not make any changes after he remarried in 2000. My uncle's current spouse is now fighting for money from the plan. Does she have a leg t

  9. Can IRAs be held jointly by spouses?

  10. My spouse and I now earn more than the dual-income limit specified by our IRAs. What will happen to our previous contributions?

  11. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead of using cash?

  12. Do I have to continue SEPPs for an inherited IRA?

  13. I have two Roth IRAs, one of which has a balance that is much less than the total contributions I have made to the account. Can I write off the losses for that account?

  14. What types of plans allow catch-up contributions?

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

  16. How do I "vest" something?

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