Get Answers About Retirement Investment

What is the best way to rollover old Pera and TIA CREF accounts?

I have just started a ROTH IRA and I have some money left in my retirement accounts (one PERA and one TIA CREF) from when I worked for the state. Should I leave these accounts open and leave the money in them,...

Answered 11/28/2007 | Answer This | 1 Answer | See Question

Additional Income

I need to know if accept a payment from my after tax contributions out of my 401K, if it will cause me to pay taxes? The amount is $14,200 approx. how do I figure that out?

Answered 11/17/2008 | Answer This | 1 Answer | See Question

IRA Investments

Any advantage to dividend-producing, tax-free investment in an IRA (munis), that is already sheltered from taxes until distribution, or is the advantage for a taxable investment?

Answered 8/11/2009 | Answer This | 1 Answer | See Question

401K withdrawal

Can you withdraw funds from a 401K at any time due to a terminal illness?

Answered 10/13/2009 | Answer This | 2 Answers | See Question

401K reduction of wages

Question: In the past the 401K contribution reduced all taxable wages dollar for dollar except OASDI and FICA. Is this still the correct statement. Thank You Geoff Rabjohn

Answered 11/6/2009 | Answer This | 1 Answer | See Question

Taxes and Penalties on 401k early withdrawal for new home

If I withdraw my 401k to purchase a house would I still be subjected to the 10% penalty and taxes or just taxes?

Answered 12/12/2009 | Answer This | 1 Answer | See Question

INCOME TAX NOT WITHHELD

I received a retro active retirement direct deposit into my checking account for $1,610.00 but no taxes were withheld so what percent or how much I should I hold out for Income Tax purposes when filing next year?

Answered 12/18/2007 | Answer This | 1 Answer | See Question

Jan

Can i deduct a loss on the sale of a home against either my regular income or investment income on either state or federal tax returns?

Answered 12/19/2007 | Answer This | 1 Answer | See Question

401k contributions

How much can I contribute to my 401k and not be taxed.

Answered 12/28/2007 | Answer This | 2 Answers | See Question

401K contribution

Do employers have to match 3% when the employee contributes 3% or more of their yearly income to their 401k?

Answered 12/28/2007 | Answer This | 1 Answer | See Question

What is my legal responsibility for paying back on an investment gone bad?

I borrowed some money from a friend under the assumption that it was an investment and they would receive a return of 30-40% at the end of a 45 day time period..when i was unable to repay the money I offered to...

Answered 8/28/2008 | Answer This | 2 Answers | See Question

IRA Investment - do i have to pay taxes to close the mutual fund?

I have an ira mutual fund and am now receiving a quarterly check. I would like to take that fund and pay down a mortgage on some investment land that I now own. I am 71 years old. Is this investment possible...

Answered 11/25/2009 | Answer This | 1 Answer | See Question

Retirement

I make 50,000 yr-current I will need 25% after retirement to use I have 15yrs to work average annual interest rate for the investment 12% I plan on living at least 25 yrs after retirement What are...

Answered 5/26/2009 | Answer This | 1 Answer | See Question

Military disability check and retirement

My husband retired from the military Jan 07. He receives a monthly retirement check and he also receives a disability check, Which we were told is tax free. Is this true? and do I need to include this amount on...

Answered 4/7/2009 | Answer This | 7 Answers | See Question

401k early withdrawal

I withdrew my 401k earlier this year and took the early penalty and had income taxes withheld. How do I file this on my income tax for this year?

Answered 10/12/2009 | Answer This | 2 Answers | See Question

401k

How many years do I have to report 401k withdaw

Answered 1/2/2008 | Answer This | 1 Answer | See Question

Investment property won't sell-Help

I have a "flip house" that won't flip. I am losing my shirt. I will have to sell at a loss,if at all. Can I get out legally, before it's too late. I have great credit now, but I can't dig...

Answered 8/30/2008 | Answer This | 3 Answers | See Question

Retirement loan default

A couple years ago I took out a loan on my retirement to restructure my finances ... I have been paying back roughly $160.0o per week .. now I find myself in the same boat . accumlitated debt and now my wife is...

Answered 1/7/2008 | Answer This | 1 Answer | See Question

Penalties for cashing in retirment early

Are you hit twice with penalties from the IRS when you cash in your retirement before age 59?

Answered 2/17/2008 | Answer This | 2 Answers | See Question

401K

My husband has a 401K plan at work but the employer doesn't match so it isn't growing very fast. I know you get taxed if you withdraw this. My question is would you just stop contributing to the 401K...

Answered 8/30/2008 | Answer This | 2 Answers | See Question

What 401k retirement investment company has a logo of a tree?

Answered 3/23/2006 | View Answer | 0 Answers | See Question

401k & retirement investments?

I heard Suze Orman talking on one of her shows one time about using after TAX $ dollors for retirement rather than the pre-tax 401k retirement plans because of how the taxes could be later on in life, does anyone...

Answered 1/14/2007 | View Answer | 3 Answers | See Question

If employer's 401k fund choices are bad, what other retirement investment options (ira?) should i consider?

Answered 12/8/2006 | View Answer | 2 Answers | See Question

Any tax free retirement investments other than 401k, ira?

I started making the maximum contribution to 401k and IRAs for myself and my wife. I also have 529 plans for my kids. Are there any other ways I can invest and avoid paying taxes along the way? I don't...

Answered 2/11/2007 | View Answer | 4 Answers | See Question

Which is a better investment , a frs( florida retirement system) or a 401k ?

F.R.S@3%. verses 401K?.

Answered 8/18/2007 | View Answer | 2 Answers | See Question

Best investment methods today for the future?

Hi all I am about to start a career next week and I am 24. My benefits and 401k will start a month there after and I will be making pretty good starting salary. I want to make the most of my money and invest it...

Answered 7/22/2007 | View Answer | 11 Answers | See Question

Investment options other than 401k, roth ira and traditional ira?

Here is my dilemna: I make the maximum legal contributions to my 401k, I earn too much to open a Roth IRA, and therefore would not be able to deduct contributions to a Traditional IRA either. What other retirement...

Answered 3/24/2007 | View Answer | 3 Answers | See Question

What are some great retirement investments to start other than a 401k or traditional iras?

Answered 2/17/2007 | View Answer | 2 Answers | See Question

Should i split my retirement investment options?

I am in my mid 20s and have both a 401K as well as a Roth IRA and small amounts of stock. Am I spreading myself too thin? Should I focus all my efforts on one or the other in order to maximize my earning power...

Answered 3/2/2007 | View Answer | 8 Answers | See Question