FAQs tagged as

Retirement Saving Plan

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

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

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

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

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

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

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

  8. Can a creditor seize my retirement savings?

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

  10. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) ...

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

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

  13. My mother inherited my father's IRA. When she died, I received an account application ...

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

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

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

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

  18. Can I establish more than one IRA?

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

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

  21. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  38. What are the income limits for Roth IRA contributions?

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

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

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

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

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

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

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

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

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

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

  49. I am a teacher in a public school system and I don't presently have a 403(b) plan, ...

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

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

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

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

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

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

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

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

  58. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

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

  60. I am the beneficiary of an IRA and a Keogh. Can I combine them into one plan?

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

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

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

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

  65. How do I get credit for my retirement plan contributions?

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

  67. How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

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

  69. Can I borrow from an IRA without penalty?

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

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

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

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

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

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

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

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

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

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

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

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

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

  83. Can IRAs be held jointly by spouses?

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

  85. Will I incur a tax penalty when making withdrawls from my IRA in excess of my SEPP?

  86. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

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

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

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

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

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

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

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

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

  95. I'm worried about the economy and want to move my IRA funds from stocks and bonds ...

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

  97. Can I pull out most of my assets from my IRA and use the cash as long as I replace ...

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

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

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

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