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Retirement FAQs  


Are there potential drawbacks to simply naming my estate as the beneficiary of my IRA?

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

What requirements must I meet to be eligible to make a contribution to a Traditional IRA?

Does investment income qualify as earned income for purposes of making regular contributions to a Traditional or Roth IRA?

How does being an active participant in an employer-sponsored retirement plan potentially affect my ability to make a tax-deductible contribution to a Traditional IRA?

If I’m self-employed, can I contribute to a Tradional IRA if I’m already contributing to a business retirement plan like a simplified employee pension (SEP) plan?

If I have a certificate of deposit that is earning a good rate of return and does not mature for several years, may I contribute the CD to my IRA in lieu of cash for my IRA contribution?

What is a spousal IRA contribution?

What is the contribution tax and how does it work?

Can I transfer or rollover assets from my Traditional IRA to a Roth IRA?

Getting Ready to Retire
Creating a Game Plan
Setting Goals
Identifying Resources
Being Realistic
Considering Inflation
Considering Funding
Retirement FAQs

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