FAQs tagged as

Retirement Saving Plan

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  1. What happens during the consolidation phase of an investor's life cycle?

  2. Earnings within a Roth IRA are tax free, so are these earnings included in the modified ...

  3. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

  4. My husband left his ex-wife as his retirement plan beneficiary. Can this be changed?

  5. Is it wise to put an IRA account into a fixed or variable annuity?

  6. I own a small business. Can the SBO-401(k) work for me?

  7. What is cliff vesting?

  8. My daughter would like to use some of her Roth IRA to pay for some current tuition ...

  9. Can an employer adopt a different type of retirement plan for each employee?

  10. Is my 403(b) account owned by me or by the institution?

  11. Is it easier to save for retirement if you start earlier in life? Can I make up for ...

  12. Can I close my existing Roth IRA and invest in a new Roth IRA at a different financial ...

  13. Are my IRAs secure against possible liens?

  14. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

  15. I overcontributed to my Roth, then lost half of this money to the market. Does the ...

  16. If an employee covered by a SIMPLE leaves his employer within the two-year period ...

  17. Will I pay taxes on my Social Security payouts?

  18. Can I deduct my Individual Retirement Account (IRA) contribution on my tax return?

  19. Can I contribute to a Roth IRA and still participate in my employer-sponsored retirement ...

  20. At what age will I be eligible for the maximum Social Security payout?

  21. Can I take money out of my Individual Retirement Account (IRA) while working?

  22. What's the difference between an individual retirement account (IRA) and an annuity?

  23. What's the difference between an individual retirement account (IRA) and a certificate ...

  24. How can I fund A Roth IRA if my income is too high to make direct contributions?

  25. What should you do when you're five years from retiring?

  26. What are the differences between a 401K and an IRA?

  27. How do I retire?

  28. What are Government Pension Offsets, and who is subject to them?

  29. I have a 403(b) from a old employer. I would like to convert it to a 401(k). How ...

  30. Our broker switched firms in the middle of 2011. As a result we lost track of our ...

  31. What is the difference between qualified and non-qualified plans?

  32. The reason why ERISA qualified plans should have an investment policy statement is ...

  33. How do 401(k) loans work?

  34. What are the exceptions to the premature withdrawal penalty rules for IRA accounts?

  35. Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?

  36. I have a profit-sharing plan with my former employer. I am now trying to buy a home. ...

  37. How does an employer benefit from a 401(k) matching plan?

  38. What is the "stretch IRA" concept?

  39. What are the pros/cons of naming a trust as the beneficiary of a retirement account?

  40. What is the difference between early retirement and full retirement as it applies ...

  41. Which of the following accounts does ERISA cover?

  42. What is the "three-legged stool"?

  43. What is pension maximization?

  44. How do I use a conduit IRA?

  45. We are in a 401(k) at work. Can we also do a Roth each year? If we can, can it also ...

  46. Do I still have to pay penalties and taxes on money that I don't roll over from a ...

  47. Is a person an active participant in an employer-sponsored retirement plan if he ...

  48. What are the penalties for withdrawing from my Traditional IRA less than a year after ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  77. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  99. Can a creditor seize my retirement savings?

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

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