FAQs tagged as

Retirement Saving Plan

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  32. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without ...

  33. My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. ...

  34. I've heard that workers who don't roll over their 401(k)s after retiring face some ...

  35. My uncle died recently. He designated my mother and father as his beneficiaries in ...

  36. Can IRAs be held jointly by spouses?

  37. My spouse and I now earn more than the dual-income limit specified by our IRAs. What ...

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

  39. I have two Roth IRAs, one of which has a balance that is much less than the total ...

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

  41. Can I establish more than one IRA?

  42. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

  43. If I am entitled according to my divorce decree to a percentage of my ex-husband's ...

  44. My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

  45. I stopped distributions from my retirement account while under Rule 72(t). Will this ...

  46. I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

  47. Can my spouse and I use our IRAs to purchase our first home?

  48. Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, ...

  49. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

  50. I'm having trouble getting my former employer to distribute my 401(k) plan balance ...

  51. How do I sign up for the saver's tax credit?

  52. My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. ...

  53. Who bears the investment risk in 401(k) plans?

  54. I am rolling my 401(k) into an IRA. After a year, can I convert this amount to a ...

  55. I just opened an IRA. What can I do to help my money grow?

  56. I understand that I can withdraw from a 401k the year I turn 55 without the 10% penalty ...

  57. What are the "certain requirements" that must be met for substantially equal periodic ...

  58. Can a spouse who is not named as a beneficiary receive assets from an IRA?

  59. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

  60. Should I put money into a retirement account even if it isn't tax deductible?

  61. Can I have a self-directed IRA or Roth IRA using the forex market?

  62. I retired and transferred part of my pension distribution to a Roth IRA. If I am ...

  63. Can I leave my pension to my spouse when I pass away?

  64. I overcontributed to my 401(k). What are my options?

  65. The company I am working for said that 401(k) contribution can be based on only straight ...

  66. I have several Roth IRA conversions, each with different custodians. When I spoke ...

  67. Can the non-spouse beneficiary of an IRA name a successor beneficiary?

  68. Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

  69. What procedure applies to a taxpayer who made excess contributions for 2001, 2002, ...

  70. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

  71. Do I need to hit my 401(k) contribution limit before I can begin making catch-up ...

  72. I want to roll over a portion of my retirement plan with my employer and I have been ...

  73. Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

  74. What are some of the features and benefits of SEP IRAs and Roth IRAs?

  75. How do I go about opening up a Roth IRA?

  76. I am over 60 years old and have a Roth IRA to which I have made contributions for ...

  77. I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

  78. Once substantially equal periodic payments (SEPP) of an IRA have started, is the ...

  79. How do my siblings and I receive inherited pension benefit payments from our deceased ...

  80. What are the rules and reporting requirements for a rollover of a required minimum ...

  81. If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

  82. I didn't earn any income this year. Can I still contribute to a Roth?

  83. I have two jobs. Can I contribute to two SIMPLE IRA plans?

  84. What's the best kind of IRA for a 20-something?

  85. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? ...

  86. I work for a university, and I have a 403(b) with TIAA-CREF. But TIAA-CREF says I ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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