FAQs tagged as

Retirement Saving Plan

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  1. What is the maximum I can contribute to my 401(k) plan?

  2. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

  3. I want to close my IRA account. What percentage will I lose to tax?

  4. I have some stocks in a taxable account. Can I use them to fund my Roth IRA instead ...

  5. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

  6. I have a small business, and I'm considering setting up an SEP IRA. What are leased ...

  7. What effect will a prenuptial agreement have on a 401(k)?

  8. I am a first-time home buyer. If I take a distribution from my 401(k) to purchase ...

  9. If I participate in my company's SIMPLE IRA plan, can I also contribute to another ...

  10. What is a good book on creating a trust that would qualify as the beneficiary for ...

  11. Health problems caused me to take my RMD after the deadline. Can I appeal my case ...

  12. Can I contribute to both a 401(k) and an IRA?

  13. If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?

  14. I have a small business (LLC), which I operate part-time. I also work full time for ...

  15. My spouse has little/no income. Can I contribute to my spouse's IRA?

  16. Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA ...

  17. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

  18. What is the difference between a Traditional and a Roth IRA?

  19. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

  20. I work for two companies. How much can I contribute to each company's SIMPLE IRA?

  21. Are there special benefits for U.S. armed forces personnel?

  22. Does the five-year rule apply if a non-spouse inherits an IRA after the required ...

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

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

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

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

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

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

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

  30. What is cliff vesting?

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

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

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

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

  35. Are my IRAs secure against possible liens?

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

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

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

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

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

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

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

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

  44. How do I retire?

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

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

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

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

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

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

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

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

  53. What is the "stretch IRA" concept?

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

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

  56. Which of the following accounts does ERISA cover?

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

  58. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  96. Can I establish more than one IRA?

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

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

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

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

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