FAQs tagged as

Saving And Budgeting Retirement

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  1. What are the disadvantages of a Roth IRA?

  2. How can I budget for both short-term expenses and long-term goals?

  3. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

  4. What are the risks associated with a Roth IRA?

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

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

  7. How does a defined benefit pension plan differ from a defined contribution plan?

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

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

  10. What is the maximum I can receive from my Social Security retirement benefit?

  11. How do I roll over a Simple IRA to a Roth IRA?

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

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

  14. Can IRAs be held jointly by spouses?

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

  16. Do retirement account withdrawals affect tax brackets?

  17. What is the 50/20/30 budget rule?

  18. Where else can I save for retirement after I max out my Roth IRA?

  19. Does my employer's matching contribution count towards the maximum I can contribute ...

  20. Can I take my 401(k) to buy a house?

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

  22. Are 457 plan withdrawals taxable?

  23. Am I losing the right to collect spousal Social Security benefits before I collect ...

  24. Are target-date retirement funds good investments?

  25. What's the difference between Social Security Disability Insurance (SSDI) and Supplemental ...

  26. Will quitting your job hurt your 401(k)?

  27. How does my spousal Social Security benefit work?

  28. When can catch-up contributions start?

  29. Are 401(k) contributions tax deductible?

  30. Are 401(k) rollovers taxable?

  31. Are catch-up contributions included in the 415 limit?

  32. Can catch-up contributions be matched?

  33. Are catch-up contributions included in actual deferral percentage (ADP) testing?

  34. Who offers 401(k) plans?

  35. Can a 401(k) be used for a house down payment?

  36. How old do I have to be to make catch-up contributions?

  37. Do 401k contributions reduce AGI and/or MAGI?

  38. What is the catch-up contribution limit for qualified deferred tax plans?

  39. Are catch-up contributions tax deductible?

  40. Can you make catch-up contributions to a Roth IRA?

  41. Do 401(k) savings earn interest?

  42. Can catch-up contributions be made to a SEP?

  43. Can you make tax-free withdrawals from your 401(k)?

  44. Are catch-up contributions allowed for SEP IRAs?

  45. How liquid are variable annuities?

  46. Can you fund nonqualified deferred compensation plans with life insurance?

  47. Are 401(k) withdrawals considered income?

  48. Are Canadian Pension Plans inflation-protected?

  49. How often do target-date funds rebalance?

  50. What are the dormant account and escheat rules for 401(k) plans?

  51. What is a 409A nonqualified deferred compensation plan?

  52. Are target-date funds a good investment?

  53. How do I calculate the future value of an annuity?

  54. Are 401(k) accounts escheatable?

  55. Should I include inflation-protected securities in my 401(k)?

  56. Are target-date funds (TDFs) actively managed?

  57. Why do financial advisors dislike target-date funds?

  58. Is Social Security considered to be welfare?

  59. Are variable annuities protected from creditors?

  60. Are variable annuities tax deferred?

  61. Are variable annuities FDIC insured?

  62. Does having a 529A account disqualify me from receiving other government benefits?

  63. What fees are associated with target-date funds?

  64. Are target-date funds tax efficient?

  65. Are variable annuities guaranteed?

  66. What are custom target-date funds?

  67. Are variable annuities safe?

  68. Are variable annuities a good retirement investment?

  69. How safe are variable annuities?

  70. What is the size of the average retirement nest egg?

  71. What are the main kinds of annuities?

  72. What are the risks of rolling my 401(k) into an annuity?

  73. How do I get out of my annuity and transfer to a new one?

  74. How can I determine if a longevity annuity is right for me?

  75. How are variable annuities taxed at death?

  76. How does a Roth IRA grow over time?

  77. Can dividends be paid out monthly?

  78. Can my 401(k) be seized or garnished?

  79. Can my IRA be taken in a lawsuit?

  80. Are mutual funds considered retirement accounts?

  81. Can mutual funds outperform savings accounts?

  82. Can my IRA be garnished for child support?

  83. Can I use my IRA savings to start my own savings?

  84. Can creditors garnish my IRA?

  85. What are the best ways to sell an annuity?

  86. Are spousal Social Security benefits retroactive?

  87. Are spousal Social Security benefits taxable?

  88. Can my IRA be used for college tuition?

  89. Why are IRA, Roth IRAs and 401(k) contributions limited?

  90. How do you calculate penalties on an IRA or Roth IRA early withdrawal?

  91. What is the Social Security administration responsible for?

  92. Is the Social Security administration part of the executive branch?

  93. What are the Social Security disability benefits for children with ADHD?

  94. What are Social Security spousal benefits?

  95. What are the best ways to use your 401(k) without a penalty?

  96. How soon should I start saving for retirement?

  97. How is Social Security tax calculated?

  98. Is my IRA protected in a bankruptcy?

  99. How are Social Security benefits calculated for divorced spouse?

  100. How are spousal benefits calculated for Social Security?

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