FAQs tagged as

Retirement Saving Plan

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

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

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

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

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

  6. I made involuntary contributions to a retirement plan while temporarily employed. ...

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

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

  9. After receiving a required distribution when and how are my taxes affected?

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

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

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

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

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

  15. Upon my death, will the beneficiaries of my IRA be compelled to take the entire amount ...

  16. Should I start taking my RMD based on the amount in my account when I turn 70.5?

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

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

  19. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

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

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

  32. Can I move my IRA to a better income-producing opportunity?

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

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

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

  36. I didn't record my Traditional IRA contributions. Is there a website that lists ...

  37. Can my spouse and I convert our IRAs to Roth IRAs regardless of earned income?

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

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

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

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

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

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

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

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

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

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

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

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

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

  51. Can a creditor seize my retirement savings?

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

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

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

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

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

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

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

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

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

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

  62. I failed to distribute an inherited 401(k) that was found in an audit. What happens ...

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

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

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

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

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

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

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

  70. Are there tax penalties for closing my Roth IRA account?

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

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

  73. Can I borrow from an IRA without penalty?

  74. I'm 70.5 and still working for my own company. Can I defer starting my required minimum ...

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

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

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

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

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

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

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

  82. I have several jobs. Can I contribute the maximum to multiple employer retirement ...

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

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

  85. What's the difference between a savings account and a Roth IRA?

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

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

  88. What is the difference between a Keogh and an IRA?

  89. Can IRAs be held jointly by spouses?

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

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

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

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

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

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

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

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

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

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

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

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