FAQs tagged as

Retirement Saving Plan

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  17. Can IRAs be held jointly by spouses?

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

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

  20. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  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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