FAQs tagged as

Retirement Saving Plan

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

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

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

  4. Can IRAs be held jointly by spouses?

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

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

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

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

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

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

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

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

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

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

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

  16. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  34. What does the Pension Protection Act of 2006 say about charitable contributions?

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

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

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

  38. I converted my former IRA to a Roth for tax purposes in 1998, so even though the ...

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

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

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

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

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

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

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

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

  47. How can I get information about my deceased husband's retirement account if his employer ...

  48. How do I "vest" something?

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