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Saving And Budgeting Retirement
What pension benefits are available to military personnel?
What should you do when you're five years from retiring?
What are the differences between a 401K and an IRA?
How do I retire?
Why should I pay myself first?
What are Government Pension Offsets, and who is subject to them?
How do you plan for retirement if you have multiple employers? Can you combine retirement plans from multiple employers?
My daughter would like to use some of her Roth IRA to pay for some current tuition fees and loans. Can she do this without a penalty?
I have a 403(b) from a old employer. I would like to convert it to a 401(k). How can I do that?
Our broker switched firms in the middle of 2011. As a result we lost track of our required minimum distribution (RMD) amounts and ended up withdrawing much more than our RMD. Is there a way to defer some of the withdrawal to 2012 to avoid the tax liabilit
What happens during the consolidation phase of an investor's life cycle?
How can I use layaway plans for budgeting?
What is the difference between qualified and non-qualified plans?
The reason why ERISA qualified plans should have an investment policy statement is to:
A parent would choose to set up a Coverdell Education Savings Account for a child in order to save for college expenses AND:
How do 401(k) loans work?
What are the exceptions to the premature withdrawal penalty rules for IRA accounts?
Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?
I have a profit-sharing plan with my former employer. I am now trying to buy a home. Can I use my profit-sharing money to put a down payment on a house?
Why do you need an emergency fund?
What are the requirements to be able to contribute to an HSA?
How does an employer benefit from a 401(k) matching plan?
How do I know if I qualify to open a HSA (Health Savings Account)?
Should I collect early Social Security?
What is the "stretch IRA" concept?
What are the pros/cons of naming a trust as the beneficiary of a retirement account?
Does it make sense to convert a Traditional IRA to a Roth when the market’s down?
What is the difference between early retirement and full retirement as it applies to Social Security retirement benefits?
How do I stop emotional spending?
Which of the following accounts does ERISA cover?
What is the "three-legged stool"?
What is pension maximization?
Is it wise to put an IRA account into a fixed or variable annuity?
A lot of retirement projections seem to assume an 8% rate of return. Is this realistic?
Should a Canadian citizen who lives and works in the U.S. continue to contribute to a RRSP account?
I overcontributed to my Roth, then lost half of this money to the market. Does the 6% penalty apply to my original contribution, or only what's left of it?
What is cliff vesting?
How do I use a conduit IRA?
Do I still have to pay penalties and taxes on money that I don't roll over from a DROP fund?
We are in a 401(k) at work. Can we also do a Roth each year? If we can, can it also be deducted from our taxes?
Is a person an active participant in an employer-sponsored retirement plan if he or she was only active for a short time?
What are the penalties for withdrawing from my Traditional IRA less than a year after acquisition?
What happens when someone is given the golden boot?
As a temporary resident of the US, can I withdraw funds from my Traditional IRA without penalty when I leave the country?
I am considering taking a loan from my qualified retirement plan. What is the definition of a "reasonable interest rate"?
Is my 403(b) account owned by me or by the institution?
When should I take my Canadian Pension Plan distributions?
My certificate of deposit (CD) has just matured and I plan to contribute $10,000 of it to my current Roth IRA account. The person doing my taxes can't tell me why I can't make such a large contribution except for my low income - I am a disabled veteran on
Can I roll over my IRA assets to a sheltered Canadian plan?
I am starting a limited liability company (LLC). I will be the sole member. Can I open an SEP IRA? How much tax-deferred money would I be able to contribute each year?
I am in the second year of taking SEPP distributions from my IRA. Can I transfer some of the funds to a new IRA with different investment options?
What's the difference between a savings account and a Roth IRA?
I'm 70.5 and still working for my own company. Can I defer starting my required minimum distributions?
How can I budget for both short-term expenses and long-term goals?
Can I leave my pension to my spouse when I pass away?
Can I establish more than one IRA?
My old company offers a 401(k) plan and my new employer only offers a 403(b) plan. Can I roll over the money in the 401(k) plan to this new 403(b) plan?
Are the distribution rules for 401(k) and 403(b) plans the same as those for IRA plans?
I am a first-time home buyer. If I take a distribution from my 401(k) to purchase land and a house, will I have to pay a penalty on this distribution? Also, what kind of form will I need to file with my taxes, showing the IRS that $10,000 went toward a ho
My husband has become eligible for a 401(k) plan (with no matching contribution) at work. How do we get back the $9,000 that we already contributed to our IRA for 2005 without a penalty? My husband earns $144,000/year and we're both over 50 years old.
Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 years old. What limits apply if I can?
What are the tax consequences of a Roth IRA distribution if the IRA holder is younger than 59.5?
My company has three partners but plans to hire more this year. Would we be better off with an SBO-401(k) or a SIMPLE IRA?
What does the Pension Protection Act of 2006 say about charitable contributions?
Should I start taking my RMD based on the amount in my account when I turn 70.5?
Why should I bother creating a budget?
I want to close my IRA account. What percentage will I lose to tax?
Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, or are they safe from any financial judgments like these?
I recently and accidentally established a Roth IRA for my spouse instead of myself and contributed additional monies. What should I do?
If I am entitled according to my divorce decree to a percentage of my ex-husband's IRA, how can I receive the assets due to me into my own IRA without being taxed? Will he be taxed when he makes the transfer? Will the money he may have to pay in taxes the
I've heard that workers who don't roll over their 401(k)s after retiring face some problems related to estate planning. I was told it was some type of final 2002 government regulation. Is this true?
I converted a Traditional IRA to a Roth. The conversion was a stock equity with a cost basis of $19,000 in the Traditional IRA. The day of conversion, the value was $34,000. Which amount should the brokerage house use for the 1099-R?
I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. Do I qualify for a SIMPLE IRA account? I want to defer some of my income from taxes.
I earn more than the income limit for both a Roth and Traditional IRA deduction. Should I contribute anyway?
Are the deferred earnings in a SIMPLE IRA subject to FICA taxes?
I have just been laid off. Can I use my 401(k) for living expenses now and report it as income next year?
Are my IRAs secure against possible liens?
What is the best way to budget for holiday and special event spending?
What's the best kind of IRA for a 20-something?
I understand that I can withdraw from a 401k the year I turn 55 without the 10% penalty (IRS 575). Can I do the same thing with an IRA without the 10% penalty?
I will be receiving monies from a QDRO executed pursuant to my divorce. I would like to take a portion of the money as a distribution to pay for a new home. What are the tax implications of doing this?
Does the five-year rule apply if a non-spouse inherits an IRA after the required beginning date and the required minimum distribution is not satisfied in the year of death?
My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are in foreclosure and need a hardship withdrawal. The investment management company which handles my husband's account says we can't withdraw anything because we have not con
My uncle died recently. He designated my mother and father as his beneficiaries in 1997, after his divorce, and did not make any changes after he remarried in 2000. My uncle's current spouse is now fighting for money from the plan. Does she have a leg t
How can I make sure that past IRS errors have been corrected?
I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA?
I just learned that my 2004 and 2005 Roth IRA contributions are not allowed because my income exceeds the limits. Can I just withdraw the contributions plus earnings without penalty?
If a company undergoes an acquisition can an employee withdraw 401(k) funds tax free?
Is my non-qualified Roth IRA distribution subject to taxes or early distribution penalties?
How does online banking assist with budgeting?
Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. Is it possible to reverse the QDRO, which was put into a CD Traditional IRA account, without incurring any type of penalty?
I overcontributed to my 401(k). What are my options?
What are the "certain requirements" that must be met for substantially equal periodic payments (SEPPs)? Is it taxed at 20%? Is there any downside to the SEPP?
Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same manner that a Traditional IRA can?
I'm having trouble getting my former employer to distribute my 401(k) plan balance to a rollover. Can you tell me the reasons why an employer might delay distributions and if there is a government agency I could contact to encourage the distribution?
What is a good book on creating a trust that would qualify as the beneficiary for an IRA?
Can IRAs be held jointly by spouses?
Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution limits?
I am 61 years old and would like to contribute to my employer's 401(k) plan. Is there an age limit?
Can I contribute to my company-sponsored 401(k) after the company's year-end but before its tax-filing date?
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