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Retirement

What is the maximum amount I can contribute to a Roth IRA?

What happens if you exceed your IRA contribution limits?

Can I contribute to a Roth IRA if I'm already retired?

Can you work while on Social Security?

Education

Can I open a college account for a grandchild?

What happens to a 529 plan if it's not used?

Can I transfer or roll over a 529 plan?

Can a California 529 plan offer tax advantages?

Business ownership

I am a 1099 contractor. What retirement plans are available for me?

How much can a business owner contribute to a 401(k)?

How much can I contribute to my SEP IRA?

Can I borrow from my Solo 401(k)?

TaxesFootnote 1

How are 401(k) withdrawals taxed?

Do I have to pay taxes on mutual funds?

Are reinvested dividends taxable?

How could capital gains tax affect the selling of my second home?

Investing

What is a growth stock?

What is a value stock?

How does asset allocation work?

Should I use my HSA as an investment account?

Subject matter experts

Debra Greenberg

Director, Retirement & Personal Wealth Solutions
Bank of America
Pennington, NJ

Bill Hunter

Director, Personal Retirement Strategy & Solutions
Bank of America
Boston, MA

Ben Storey

Director, Retirement Thought Leadership
Bank of America
Jacksonville, FL

Richard Polimeni

Director, Education Savings Programs
Bank of America
Pennington, NJ

Judith Anderson

Senior Vice President, Retirement & Personal Wealth Solutions
Bank of America
Boston, MA

Nick Giorgi

Investment Strategist, Chief Investment Office
Merrill and Bank of America Private Bank
New York, NY

Vinay Navani

Shareholder
WilkinGuttenplan
East Brunswick, NJ

Roger W. Gray

Director, Health Benefit Solutions
Bank of America
Boston, MA

Scott Cooper

Managing Director, Private Wealth Services
Bank of America Merrill Lynch
New York, NY

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