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I was wondering if you can take a pension lump sum and roll
I was wondering if you can take a pension lump sum and roll it over to buy a new house without being taxed I'm 58 years old and reach full retirement with my company … read more
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I am buying my first home. I have a roth 401K and want to use those funds for the downpayment in the amount of $75,000. I have been reading to transfer it to an IRA and withdraw from that to avoid pen… read more
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I currently have a SEP IRA & Traditional IRA and I'm
Hi,I currently have a SEP IRA & Traditional IRA and I'm thinking about either adding a Solo 401K or converting both of my current IRA's into a Solo 401K because I like the idea of being able to self d… read more
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I Rolled my Traditional IRA (Thrift Savings Plan) into a
I Rolled my Traditional IRA (Thrift Savings Plan) into a commercial plan last year after retiring from the Army. Now I have no direct way of contributing before tax funds to it. However, I understand … read more
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My question is regarding on how to receive money this
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taxpayer retired and took a retirement plan from employer,
taxpayer retired and took a retirement plan from employer, the payment was a lump sum rollover. the bank they went to with the rollover classed the traditional retirement funds as a roth ira. however … read more
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If you are still an employee of a company can you transfer
If you are still an employee of a company can you transfer your pension to another pension fund?… read more
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ok, thanks for that answer Charles. heres my issue. i have
ok, thanks for that answer Charles. here's my issue. i have $911,000.00 in a 401k of which $166,000.00 is considered after tax. i had them cut one check to a new ira plan in the form of a direct rollo… read more
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I have rolled over my 401k (terminated at age 54). I had the
I have rolled over my 401k (terminated at age 54). I had the pre-tax amount, 1,077,000, sent direcltly into a rollover IRA. I had the pre-1987 after tax amount, 47,000, sent directly to my Roth IRA. T… read more
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This question is to CPA. My sister is 75 years old,single
This question is to CPA. My sister is 75 years old,single and still working. She make little over $10,000 a year. If she open Roth IRA for 2010 and 2011 to maximum amount, can she take money out for 5… read more
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Can you make contributions from your personal bank account
Can you make contributions from your personal bank account into a rollover IRA and if so how much?… read more
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My husband and I are retiring in a few months. He has a 401k
My husband and I are retiring in a few months. He has a 401k that we've been making contributions to. We are trying to understand what we need to do to retrieve the funds from the 401k, withdraw a por… read more
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My wife rolled over $14 from employer savings plan to an ira
My wife rolled over $14 from employer savings plan to an ira in 07 when she was let go by that employer. Understanding there's a maximum amount one can claim tax per tax year so tried to claim excess … read more
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I have an IRA annuity and would like to withdraw from it and
I have an IRA annuity and would like to withdraw from it and deposit the same amount into my company pension, which is willing to give me a credit for my prior military service. Can I do this without … read more
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My wife works for a small non-profit. They recently dissolved
My wife works for a small non-profit. They recently dissolved their relationship with the 403(b) provier (Wells Fargo Funds)and are now having employees direct her own retiremnt plan. We exceed the in… read more
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I had a 401k with a pervious employer. I rolled that 401k
I had a 401k with a pervious employer. I rolled that 401k into a Money Market IRA with Bank of America earlier this year. Since then my wife has stopped work and is staying at home to raise our son. T… read more
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I will be 59 in 2 months and recently retired from my job.
I will be 59 in 2 months and recently retired from my job. If I elect to take installment payments from my 401K, which according to plan's guidelines must be at least 5 years by not more than 20 years… read more
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