FAQs tagged as

Retirement Saving Plan

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

  2. Can I roll a Traditional IRA into a 529 college account for my grandchild?

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

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

  5. I am starting a limited liability company (LLC). I will be the sole member. Can I ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  31. What is cliff vesting?

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

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

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

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

  36. Are my IRAs secure against possible liens?

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

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

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

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

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

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

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

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

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

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

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

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

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

  50. How do I retire?

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

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

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

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

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

  56. How do 401(k) loans work?

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

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

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

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

  61. What is the "stretch IRA" concept?

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

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

  64. Which of the following accounts does ERISA cover?

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

  66. What is pension maximization?

  67. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

  81. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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