retirement accounts
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1,007 prompts
- What are the precise IRS deadlines for filing an excess contribution removal form for a SEP IRA versus a solo 401k after missing the tax filing extension?Comparisonindex seed3 searches3 cited10/31/2026IRS excess SEP IRA contribution remove deadline after tax return due date extension Form 5329 employer contribution excessIRS solo 401k excess contribution correction deadline missed tax filing extension EPCRS elective deferrals excess annual additionsIRS Publication 560 excess contributions SEP excess employer contributions correction deadline
- If I transfer my retirement assets from Merrill Lynch to Schwab, will I lose any grandfathered fee discounts on my index funds?Comparisonindex seed3 searches5 cited10/31/2026Merrill Lynch grandfathered mutual fund fee discounts transfer assets to Schwab share class breakpoint fee waiver transfer accountSchwab transfer mutual funds existing share class expense ratios transaction fees account transfer mutual fund fees officialMerrill Lynch mutual fund fee waivers grandfathered clients transfer out retirement account fee discount terms
- What criteria should I use to evaluate whether my company plan is offering competitive investment options or high fee garbage?Comparisonindex seed2 searches2 cited10/31/2026US Department of Labor 401(k) plan fees participant investment expense ratios administrative fees fiduciary guideSEC Investor.gov mutual fund fees expense ratios retirement plan 401k fees
- Would moving my retirement savings from Schwab into Nuveen target date funds lower my overall annual management fees?Comparisonindex seed2 searches6 cited10/31/2026Nuveen Lifecycle target date funds expense ratios institutional retirement 2026 prospectusCharles Schwab retirement investment advisory fees target date fund expense ratios Schwab Intelligent Portfolios 2026
- State tax on retirement income varies so much, so if I retire in Florida while keeping my Delaware S corporation, where do my distributions get taxed?Comparisonindex seed4 searches9 cited10/31/2026Delaware nonresident S corporation shareholder pass-through income source Delaware tax nonresident officialDelaware S corporation nonresident shareholder income tax source business activity official instructionsFlorida individual income tax no personal income tax official
- As a small business owner with fluctuating income, how do the pro rata rule implications differ between a traditional IRA and a SEP IRA when I am trying to do a backdoor Roth conversion?Comparisonindex seed2 searches2 cited3 runs10/30/2026IRS Publication 590-A 2025 SEP IRA traditional IRA pro rata aggregation Roth conversion December 31 balance Form 8606IRS Form 8606 instructions 2025 line 6 traditional SEP SIMPLE IRA December 31 Roth conversion pro rata rule
- How do the cash sweep yields in core positions at Fidelity compare to Charles Schwab for uninvested idle cash sitting inside a traditional IRA awaiting market entry?Comparisonindex seed2 searches5 cited3 runs10/30/2026Fidelity core position cash sweep rates SPAXX FDRXX FCASH IRA October 2026Charles Schwab IRA cash feature sweep interest rates bank sweep money fund October 2026