Retirement FAQs

  1. How does an IRA grow over time?

  2. What are the main differences between a provident fund and a pension fund?

  3. What happens to your company-sponsored SIMPLE IRA account if you leave within the two-year period, and your new employer doesn’t offer a SIMPLE plan?

  4. The Differences Between 401(k) and 403(b) Plans

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

  6. Inter Vivos Trust vs Testamentary Trust: What is the difference?

  7. Why did my employer delay 401(k) distributions?

  8. Why is Social Security running out of money?

  9. Will I have to pay taxes on my 401(k) plan if I quit my job?

  10. Can dividends be paid out monthly?

  11. 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?

  12. Can you borrow from a Vanguard 401(k)?

  13. Is my IRA or Roth IRA FDIC-Insured?

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

  15. Are 401(k) withdrawals considered income?

  16. How can I put my IRA in a trust?

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

  18. What are the differences between a Registered Retirement Savings Plan (RRSP) and a Registered Pension Plan (RPP)?

  19. What to Do After You've Over-Contributed to Your 401(k)

  20. Are Roth 401(k) plans matched by employers?

  21. What are the maximum Social Security disability benefits?

  22. Benefits of a 401(k) for the Self-Employed

  23. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same year?

  24. Are 401(k) contributions tax deductible?

  25. Annuities: Present Value Versus Future Value

  26. How to Calculate Early Withdrawal Penalties on an IRA or Roth IRA

  27. Can I use my IRA to pay for my college loans?

  28. How to avoid paying taxes on Social Security income

  29. Coverting your 403(b) to 401(k)

  30. Can a variable annuity be rolled into an IRA?

  31. Are Social Security survivor benefits for children considered taxable income?

  32. What to do after maxing out your Roth IRA?

  33. How is Social Security tax calculated?

  34. How are non-qualified variable annuities taxed?

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

  36. What are the Roth 401(k) contribution limits?

  37. 401(k) and IRA contribution

  38. How to withdraw money from your 401(k)

  39. Receiving Social Security benefits abroad

  40. Calculating PV of annuity in Excel

  41. Does Canada have Social Security numbers?

  42. Use your 401(k) to purchase a house

  43. When to apply for Social Security retirement benefits

  44. What rate of return should I expect on my 401(k)?

  45. The Difference Between a 401(a) and a 401(k)

  46. 401(k) vs. Roth IRA

  47. What are the pros and cons of naming a trust as the beneficiary of a retirement account?

  48. What is the 'three-legged stool'?

  49. Which of the Following Accounts Does ERISA Cover?

  50. Are Social Security benefits taxable after age 62?

  51. Are Social Security payments included in the US GDP calculation?

  52. Do tax brackets include Social Security?

  53. What are the steps to applying for a Canada Pension Plan (CPP)?

  54. What does the American Dream mean to different generations?

  55. Is a Thrift Savings Plan (TSP) a qualified retirement plan?

  56. Are dividends the best way to make money for retirement?

  57. I'm about to retire. If I pay off my mortgage with after-tax money I have saved, I can save 6.5%. Should I do this?

  58. What are the top Social Security scams targeted at the elderly?

  59. How do I retire?

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

  61. Is there a minimum I have to contribute to my 401(k) plan?

  62. Can I roll my 401(k) and/or IRA funds into a more liquid investment fund without penalty?

  63. Who bears the investment risk in 401(k) plans?

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

  65. Do 401(k) savings earn interest?

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

  67. Are SIMPLE IRA plans subject to ERISA?

  68. How does the notion of the American Dream influence the U.S. economy?

  69. What is the difference between revocable and irrevocable intervivos trusts?

  70. Who is eligible for Canada Pension Plan benefits?

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

  72. How are IRA withdrawals taxed?

  73. Can I roll a traditional IRA into a 529 college account for my grandchild?

  74. What is the difference between portfolio management and financial planning?

  75. Is a Simplified Employee Pension (SEP) IRA tax deductible?

  76. Why were 401(k) plans created?

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

  78. How does taxation on life insurance for a qualified retirement plan work?

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

  80. How do I report Simple IRA contributions on a W2?

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

  82. How are Social Security benefits affected by your income?

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

  84. Do retirement account withdrawals affect tax brackets?

  85. What are Social Security Credits for and how can I earn them?

  86. How can I get a 'pensionado' visa to retire in Costa Rica?

  87. What does 'full retirement age' mean in regards to Social Security?

  88. What is the difference between a revocable trust and a living trust?

  89. What does it mean if my 401(k) plan has been frozen?

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

  91. Are estate planning fees tax deductible?

  92. How do pay-as-you-go pension plans work?

  93. What happens when a will and a revocable trust conflict?

  94. How is cost basis calculated on an inherited asset?

  95. What are the IRS guidelines on the 401(a)?

  96. What would privatized Social Security mean for Americans?

  97. How are you taxed after selling a mutual fund in a Roth IRA?

  98. I do not want to totally get out of my retirement 401(k), but I want to take 72(t) distributions. What should I consider?

  99. Can I collect Social Security if I still have a job?

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

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