FAQs tagged as

Retirement Saving Plan

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  1. Which of the following accounts does ERISA cover?

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

  3. What is pension maximization?

  4. How do I use a conduit IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  27. Can I establish more than one IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  57. If I pass away, will my retirement plan go to my spouse tax free?

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

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

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

  61. What are the exceptions to the early distribution penalty for a non-qualified Roth ...

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

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

  64. Can a creditor seize my retirement savings?

  65. How do my siblings and I receive inherited pension benefit payments from our deceased ...

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

  67. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without ...

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

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

  70. Can I leave my pension to my spouse when I pass away?

  71. I have two jobs. Can I contribute to two SIMPLE IRA plans?

  72. I'm a teacher. Which is better for me, a 401(k) or 403(b)? What is the difference? ...

  73. Are there tax penalties for closing my Roth IRA account?

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

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

  76. Can I borrow from an IRA without penalty?

  77. I'm 70.5 and still working for my own company. Can I defer starting my required minimum ...

  78. Can I roll the funds in an SEP-IRA over to a profit-sharing plan or self-directed ...

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

  80. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

  81. What is the difference between a Keogh and an IRA?

  82. Can IRAs be held jointly by spouses?

  83. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

  84. I failed to distribute an inherited 401(k) that was found in an audit. What happens ...

  85. Can a spouse who is not named as a beneficiary receive assets from an IRA?

  86. I just opened an IRA. What can I do to help my money grow?

  87. I inherited a Roth IRA. What are my options for taking distributions from the account?

  88. What is the five-year waiting rule for Roth IRAs?

  89. Can an IRA owner disclaim his widow's account but exclude one spendthrift contingent ...

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

  91. Can investment real estate be purchased within an IRA and, if so, are there any pitfalls?

  92. When should I take my Canadian Pension Plan distributions?

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

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

  95. Which amount should the brokerage use for the 1099-R?

  96. I am considering taking a loan from my qualified retirement plan. What is the definition ...

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

  98. I have several jobs. Can I contribute the maximum to multiple employer retirement ...

  99. I have conservative views on investing. How should I go about investing in a Roth ...

  100. How can I reduce the taxes on my inherited retirement assets?

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