Let’s Talk About Retirement

gossimer2005 asked:


I do not work for this company, but am doing research for an attorney. How do if I find out who manages a pension fund at a company? HR will not tell me since I am not an employee.This company has also since merged with another. Any help is greatly appreciated.
Sorry if I was unclear. I’m not looking to sue the fund or the manager. I just need to know who manages the plan.

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dmiller812 asked:


Currently involved in a divorce and need to know the current value of a pension plan. The plan administrator can tell me how much was contributed, and what the future benefit will be.

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stockmarketwiz21 asked:


My brother in law says he can, but I think hes an idiot (because he is one.) I know the regular army personal gets a pension after like 20 or 30 years (and they deserve it.) But he is in the reserves and thinks he can get the pension also. Can he?

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mickyOne asked:


The company contribute to a financial institute for the benefit pension plan. I wonder if this contribution should report to W2 box 3 and box 13 ?
The company contribute to a financial institute for the benefit pension plan. I wonder if this contribution should report to W2 box 1, 3, 5, 13 or any other boxes? if box 13 has to be selected, which code should used for it?
The company contribute to a financial institute for the benefit pension plan. I wonder if this contribution should report to W2 box 1, 3, 5, 13 or any other boxes? if box 13 has to be selected, which code should used for 12a, 12b, 12c, 12d?

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cutekittyears asked:


I recieve a veterans pension and I might homeschool my child. Would Homeschooling her affect my pension?

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Alex F asked:


There are probably a lot of people who don’t stay in the military for 20 years, but from what I’ve heard the pension money is great. However, I’m not exactly sure how to calculate it. If there’s someone, retired or currently, in the Marine Corps, could you please clear up some confusion as to what factors play into pension money? I’m looking at 20 years as a commissioned officer. I’m only guessing that would be around O-6 or something like that.

I wish I had added this to my last question. =) Thanks.

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dnIN asked:


My mom is on medicaid in a nursing home. She had $62 in federal withheld from her pension check. Do I need to file a tax return? Am I correct in thinking if I do and she qualifies for
the stimuluas check - she will owe medicaid the money?

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temtemtemtemtemtemtem asked:


I am running pension plan on quicken 2005. Cash distribution to an employee shows as a reduction in cash on the balance sheet in an expense called distribution on the PL. How do you record the transaction when distribution is in stock to get it out of the the stockhouse and on to the PL as a distribution. if I simply remove the stock from the stockhouse, How do I get an offsetting entry on the PL?

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Berton S asked:


Retired a couple of years ago and collecting SS benefits and Medicare and pension. Want to put up to $3,000 per year for the next few years in a regular IRA. Does the IRS regs/rules prevent me from doing so? Penalties or ok?

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Anna B asked:


I have worked several years in state service. I am moving to a federal government job. Can my years of service in state be used for my federal pension?

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