FAQs tagged as

Retirement Saving Plan

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  24. Can I return funds to my Traditional IRA after taking a distribution?

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

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

  27. What kinds of investments are allowed in a qualified retirement plan, and what kinds ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  49. How do I "vest" something?

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