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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
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
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
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
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
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
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
How much can I contribute to my 401k and not be taxed.
Answered 12/28/2007 | Answer This | 2 Answers | See Question
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
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
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
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
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
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
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
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