Sentences with phrase «by a retirement plan»

My wife would though I suppose since she isn't covered by a retirement plan at work.

The mere fact that this single working is not covered by a retirement plan at work means that he or she will not have that opportunity to build up assets in an employer plan.

The income limitations vary depending on filing status and whether or not the taxpayer is covered by a retirement plan through their employer.

This calculator is not meant to be used by retirement plan participants or other investors eligible to purchase class A shares at net asset value.

This is on top of the great tax benefits already offered by retirement plans.

The appetite for passive series was likely driven by retirement plan sponsors seeking lower costs.

Nearly nine in ten (87 percent) financial advisors say the leading cause of investment anxiety is college savings, followed by retirement planning (76 percent).

The last two tables suggest optimal contribution strategies for single taxpayers who either are or are not covered by a retirement plan at work.

The deductible amount could be reduced or eliminated if you or your spouse is already covered by a retirement plan at work.

Getting a QDRO entered in court and processed by a retirement plan administrator can take months to complete.

A recent survey by the retirement planning platform Auctus suggests that people are increasingly intrigued by cryptocurrencies.

A recent survey by the retirement planning platform Auctus suggests that people are increasingly intrigued by cryptocurrencies.

What happens at the death of the annuitant on an annuity contract that is owned by a retirement plan?

Discretionary contributions, if allowed by the retirement plan, must be equal for all employees covered under the plan.

After the QDRO is approved by the court and processed by the retirement plan administrator, a separate retirement account is set up for the spouse who receives the retirement asset (the recipient is called the Alternate Payee.)

The gravamen of the complaint is that the asset - allocation models adopted by the retirement plans» investment committee departed dramatically from prevailing standards employed by professional investment managers and plan fiduciaries, and as a result, caused participants to suffer massive losses and excessive fees.

One in four retirees carries a mortgage after retiring, according to a recent survey conducted by retirement plan provider Voya Financial.

Research clearly shows that the incentives created by retirement plans affect teachers» decisions about how long to work before retiring.

If your contributions are not tax deductible, you may be better served by another retirement plan, such as a Roth IRA.

When looking at employer - sponsored retirement plans, a mere 40 percent of respondents know, with a high degree of confidence, how much of their current income will be replaced by their retirement plan at work.

For married folks filing jointly who are covered by a retirement plan by his or her employer, the MAGI limit is increased to $ 99,000, phased out at $ 119,000, also up $ 1,000 versus last year's limits.

It depends on your income and whether or not you're covered by a retirement plan anywhere else (for example, if you work a day job that provides a 401 (k) plan).

1While non-qualified annuities offer the added benefit of tax deferral, in the case of qualified annuities, the tax deferral is provided by the retirement plan itself.

Death benefit can also be given as a one - time benefit by retirement plans such as Social Security.

The lump sum is similar to the one - time benefit usually given by retirement plans because the lump sum will be given one time only, but it is the total amount of the death benefit left by the deceased individual's insurance policy.

1) Agent John, acts as the buyer broker for an investment property to be acquired by his retirement plan.

If you aren't covered by a retirement plan at work, you can deduct your entire annual Traditional IRA contribution limit, which is $ 5,500 for 2017 — $ 6,500 if you're 50 or older.

A working spouse not covered by a retirement plan through employment may make a tax - deductible contribution of up to $ 2,000 annually to an IRA despite the other spouse's coverage under an employer - provided retirement plan.

What happens at the death of the annuitant on an annuity contract that is owned by a retirement plan?

Discretionary, or non-elective, employer contributions are allowed by some retirement plans.

The deductible amount could be reduced or eliminated if you or your spouse is already covered by a retirement plan at work.

Contributions to a traditional IRA can be tax - deductible, although the benefit can be limited if you are covered by a retirement plan through another job.

Pre-tax contributions to a traditional IRA may be tax - deductible, depending on your income, filing status and whether you are covered by a retirement plan at work.

, depending on your income, filing status and whether you are covered by a retirement plan at work.

Plan sponsors are often «advised» by retirement plan «consultants» who hide behind the low suitability standard.

2The «Retirement Plan» box in Box 13 of your W - 2 tax form should be checked if you were covered by a retirement plan at work.

If you are covered by a retirement plan, your income will dictate whether or not your contribution is deductible.

You can take the full deduction for your contribution, unless you or your spouse is covered by a retirement plan at work.

If you or your spouse is covered by a retirement plan at work, you can deduct your contributions based on the income guidelines in the chart below.

If you or your spouse is covered by a retirement plan at work (such as a 401k or 403b) and you make a significant amount of money, you may not be able to deduct your traditional IRA contributions from your current year's taxes.

If you're not covered by a retirement plan at work, you can deduct the entire amount of your IRA contribution (up to $ 5,500 annually, or $ 6,500 if you're 50 or older) on your income tax return.

If you are covered by a retirement plan at work, you can make a full or partially deductible contribution to a Traditional IRA, based on your modified adjusted gross income (MAGI).

Deductions vary according to your modified adjusted gross income (MAGI) and whether or not you're covered by a retirement plan at work.

Instead of working and getting paid, you get paid (by your retirement plan) and work.

How much of your Traditional IRA contribution you can deduct depends on whether you are covered by a retirement plan, such as a 401 (k), at work.

Whether either of you is covered by a retirement plan at work is not relevant.

My spouse is covered by a retirement plan at work, but I am not.

If you're married filing jointly and covered by a retirement plan at work, then you can take a tax deduction on your traditional IRA contribution, as long as your adjusted income is below $ 99,000.

If you are covered by a retirement plan at work (e.g., a 401k or pension) and your income exceeds certain limits, you can't take a deduction for a traditional IRA contribution, so a Roth IRA is the obvious choice.