FAQs tagged as

Saving And Budgeting Retirement

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  1. When can catch-up contributions start?

  2. Are 401(k) contributions tax deductible?

  3. Are 401(k) rollovers taxable?

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

  5. Can catch-up contributions be matched?

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

  7. Who offers 401(k) plans?

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

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

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

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

  12. Are catch-up contributions tax deductible?

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

  14. Do 401(k) savings earn interest?

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

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

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

  18. How liquid are variable annuities?

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

  20. Are 401(k) withdrawals considered income?

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

  22. Are Canadian Pension Plans inflation-protected?

  23. How often do target-date funds rebalance?

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

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

  26. Are target-date funds a good investment?

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

  28. Are 401(k) accounts escheatable?

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

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

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

  32. Is Social Security considered to be welfare?

  33. Are variable annuities protected from creditors?

  34. Are variable annuities tax deferred?

  35. Are variable annuities FDIC insured?

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

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

  38. Are target-date funds tax efficient?

  39. Are variable annuities guaranteed?

  40. What are custom target-date funds?

  41. Are variable annuities safe?

  42. Are variable annuities a good retirement investment?

  43. How safe are variable annuities?

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

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

  46. What are the main kinds of annuities?

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

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

  49. How are variable annuities taxed at death?

  50. How does a Roth IRA grow over time?

  51. Can dividends be paid out monthly?

  52. Can my IRA be taken in a lawsuit?

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

  54. Are mutual funds considered retirement accounts?

  55. Can mutual funds outperform savings accounts?

  56. Can my IRA be garnished for child support?

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

  58. Can creditors garnish my IRA?

  59. Are spousal Social Security benefits taxable?

  60. Are spousal Social Security benefits retroactive?

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

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

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

  64. Can my IRA be used for college tuition?

  65. What is the Social Security administration responsible for?

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

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

  68. What are Social Security spousal benefits?

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

  70. How soon should I start saving for retirement?

  71. Is my IRA protected in a bankruptcy?

  72. How is Social Security tax calculated?

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

  74. How does divorce affect Social Security benefits?

  75. How are spousal benefits calculated for Social Security?

  76. Can I put my IRA in a trust?

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

  78. Can I use my 401(k) to pay for my college loans?

  79. Can I take my 401(k) in a lump sum?

  80. Can my company ever be entitled to take my 401(k)?

  81. Can my child have an IRA/Roth IRA?

  82. Are Social Security benefits adjusted for inflation?

  83. Are Social Security benefits affected by marriage?

  84. Are Social Security benefits taxable after age 62?

  85. Are variable annuities subject to required minimum distribution (RMD)?

  86. Can I use my 401(k) as a collateral for a loan?

  87. Can I take my 401(k) to buy a house for my children?

  88. How can I take a loan from my 401(k)?

  89. How do you rollover/transfer a 401(k) to another 401(k)?

  90. What are the penalties of cashing out a 401(k) before retirement?

  91. How does a bank determine what my discretionary income is when making a loan decision?

  92. For what types of financial instruments would I want to calculate the present value ...

  93. What exact information is included in the interest rate when calculating the present ...

  94. What is the range of deductibles offered with various health insurance plans?

  95. How do I know how much of my income should be discretionary?

  96. What is the difference between the present value of an annuity and the future value ...

  97. How do gains from my 401(k) figure into my taxable income?

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

  99. How much will an employer generally contribute to a 401(a) plan?

  100. Why do economists think it is important to track discretionary income?

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