The contribution limit is $16,500 but since I am not actually contributing it from my paycheck and I have already contributed it to a mutual fund, can I move my mutual funds into another company with an annuity with the 403b tax status. The mutual fund currently has no designated tax status.
Posts Tagged ‘Fund’
What is the Tax Implication on the Annuity received from LIC out of the Super Annuation Fund of the employer?
11
May
On retirement of the employee, the amounts from the Super Annuation Fund invested in LIC covered by the master policy are invested in an annuity policy – What is the Income Tax ruling on such annuities
should i most the investment from a money market fund giving 1/2%?
25
Apr
Currently with Trowe the money market acount is growing at maybe .50%. Spoke to the agent and i saw their capital bonds grew 26% last year and has been positive 9-10 years. the guy on the phone didnt want me to move the money so it seemed. WHats your trowe account advice to grow thats a safe investment?
i contemplated moving it into a fixed annuity. They have a 5 year that is 4.00% guaranteed. what are your thoughts?
EOP was in Neuberger Berman REIT in Metlife annuity fund. Blackstone finalizes purchase tomorrow. When will I
21
Apr
see the results of that buyout in my Metlife Annuity account? I already noticed in Scottrade that EOP was removed from list of stocks a few days ago.
Find the present value of the annuity necessary to fund the withdrawal of $500 per month for 20 years?
16
Apr
if the annuity earns 5% per year.
I want to set up a college fund for my child? What’s the best route to go to get the most for my money?
11
Apr
I was thinking like an annuity because they usually match like half of what i put in right? Do you think this is the best route to go?
What is better a mutual fund or a annuity? we are a small company with 6 employee’s all under 45 years of age?
08
Apr
We got set up with a Annuity fund at a local Bank about a year ago we are all contributing our 3% and company matches 3% – Meanwhile a financial adviser from EJ came in and said that he would never have set up our company with a Annuity that we should be in a Mutual fund that since our employees are all young, between 25 and 45 this should be a no brain-er and should switch to this due to the annual cost involved each year and we would save so much $$ each year and save to our retirement fund – I tried to do some research on line but if I had a bias option I would feel better of our decision for the company and our future.
Please shed some light on this complicated matter since I do not have much experience in this field- What’s going to get up the most $$ for our retirement program
how much money will you have to put into your retirement fund each month in order to accure an annuity?
06
Apr
In order to accrue an annuity of $500,000 45
years from now?
In order to accure an annuity of $500,000 for 45 years at 2.25% annual return investments.
How do I find the amount of time in an annuity fund problem?
06
Apr
The question is this: you can afford monthly deposits of $200 into an account that pays 5.7% compounded monthly. how long will it be until you have $7,000 to buy a boat?
I used the formula FV=PMT([(1+i)^n-1]/i) but couldnt figure out how to solve for n. Please help me
Withdrawal of personal pension fund from an instituition.?
28
Mar
Will a person who became disabled while employed and then terminated from their position before attaining the age of 59.5 years be made to pay 20% fine and a 10% fee for withdrawing their personal pension funds from an annuity.
What should I do with the annuity part of my indiana teacher’s retirement fund?
27
Mar
I can leave the money in the Indiana State Teacher’s retirement fund and draw at a higher interest rate. However, when both my wife and I die, no one will get the money. I could transfer the money to an IRA or something similar for a lower interest rate. When we die, our beneficiaries will be able to receive the money. What have others done in this situation?
I am 21 years old and would like to get involved in an annuity or mutual fund. My cash is limited.?
27
Mar
I would like to get into something that has a low start up investment, short term duration, and has little or no penalty for with drawing early, where should I start. I’ve noticed annuities mainly reference senior citizens, but have been told by my Business Math professor that someone my age can start an annuity but I can’t find such a thing.