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Financial, I recently left my job. rolled over my paychex
I recently left my job. rolled over my paychex 401K into an existing Charles Schwab IRA in one big check from paychex. then, paychex sent me a second check (only 25 dollars) to rollerover again into the Charles Schwab IRA but I MISTAKENLY deposited the check myself into my own bank account … read more
emc011075
emc011075
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Bachelor's Degree
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It is my understanding that my son can draw out his 401 K
It is my understanding that my son can draw out his 401 K without penatly because he lost his job. He is not 59 1/2 yet, but should can draw without penaty because of something called Rule 55. I know … read more
Lev
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Tax year 2019. Husband died 12/28/19. a joint return was
Tax year 2019. Husband died 12/28/19. a joint return was filed. He was 73 yrs old. I was 72 yrs old. Our income receive was through pensions and social security checks. $2400 stimulus checks were rece… read more
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I am 55 and would like to retire in December 2019. I have a
I am 55 and would like to retire in December 2019. I have a 401K, and plan on taking a lump sum distribution of my pension in january 2020. If I roll this into my 401K, can I then take monthly distrib… read more
Lane
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I am a retired Texas school teacher. Will I be eligible to
I am a retired Texas school teacher. Will I be eligible to draw from my husband's social security after his death? He is already receiving benefits. … read more
Lev
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I am age 55 and want to retire at the end of 2017. I am
I am age 55 and want to retire at the end of 2017. I am considering taking a lump sum from my pension so will need to roll it over to an IRA. Will I be able to take a part time job and still withdraw … read more
emc011075
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I am a veteran 100% disabled and drawing a payment each
I am a veteran 100% disabled and drawing a payment each month. My question is if I suddenly deceased, what is the percent of my current monthly payment (50%, 75%, 90%, etc) would my wife receive? I un… read more
Robin D.
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I had a 401k loan used for mortgage on primary residence.
I had a 401k loan used for mortgage on primary residence. My company\Employer had to close due to economy, I remain unable to find job, unemployed and not able to repay 401k which was rolled over. I w… read more
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I have a regular job and another job as self-employment in
I have a regular job and another job as self-employment in the capacity of a consultant. I have a traditional IRA ($6000/yr as a person over 50), and a 401 K. Can I also take out an IRA SEP from my se… read more
rramsook
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I am a 56 yr old teacher just retired. I have two 403b acounts,and
I am a 56 yr old teacher just retired. I have two 403b acounts,and my plan is to roll both accounts into A Schwab retirement portfolio IRA and make monthly withdrawals to supplement my income. It is m… read more
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In the State of Nebraska if you recieve unemployment can you
In the State of Nebraska if you recieve unemployment can you draw money out of your IRA to pay bills. I know that it is taxed both by the State and Fed but does it disqualify you from drawing unemploy… read more
Merlo
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Im 58 yrs old. I left my last job 40 days ago. I rolled
I'm 58 yrs old. I left my last job 40 days ago. I rolled my 401k that was with them into a Traditional IRA. Can I now roll a part of that into a Roth IRA pay the taxes in 2011 & 2012 then withdraw fro… read more
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I am a disabled 69 year old widow. My daughter and her husband
I am a disabled 69 year old widow. My daughter and her husband have moved in with me to help with my care, I can no longer drive. Are they eligible for any compensation, or tax breaks? Thank you. Maxi… read more
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I am 55yrs old and will retire within the next month. One
I am 55yrs old and will retire within the next month. One of the questions on my pension plan asked if I want to have them take taxes out of my monthly pension of $1200. Is this a wise thing to do?… read more
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I lost my husband July 2009. I had to sell shares of stock
I lost my husband July 2009. I had to sell shares of stock to cover a margin call on my now deceased husband's brokerage account to the tune of $33K. Upon his passing, I lost his monthly income in the… read more
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Hello. I recently retired on disability after 24 yrs. w/the
Hello. I recently retired on disability after 24 yrs. w/the USPS.I need someone familiar with the TSP. (Equivalent to a 401k for gov't employees.) I'm only 51 yrs. old so ny disbursements sre going to… read more
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I want to know if at 55 years old I can w/draw money ...
I want to know if at 55 years old I can w/draw money from a regular IRA (self-directed w/ no pension $ added-all personal savings)w/out paying the 10% w/drawal penalty?I heard that you can....but you … read more
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I want to close a 5 yr old simple IRA. i need the funds ...
I want to close a 5 yr old simple IRA. i need the funds a.s.a.p. Due to becoming disabled. What dis-advantages should i expect?… read more
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