FAQS on Individual Retirement Accounts | Lord Abbett

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Retirement Products

Retirement plan rules change frequently. To stay informed, explore our list of frequently asked questions regarding Individual Retirement Accounts (IRAs).

This information is being provided as general information and is not intended to be legal or tax advice. Lord Abbett does not provide legal or tax advice. Some of this information may be quite complex and we strongly suggest you consult with your advisor or tax professional based on your individual situation.

  • Did the IRA contribution limits change for 2021?
  • Did the Roth IRA income eligible requirement change for 2021?
  • What minimum distribution rules apply to IRAs?
  • What determines if your traditional IRA contribution is tax deductible?
  • What do you need to be aware of when making nondeductible (aftertax) contributions to a traditional IRA?
  • What is the Saver’s Tax Credit?
  • Can a minor contribute to an IRA?
  • What impact does charitable giving have on IRA distributions?
  • What are the eligibility requirements to convert funds from a traditional IRA to a Roth IRA?
  • How do I open a Lord Abbett IRA?
  • How do I transfer my former employer’s workplace retirement plan to a Lord Abbett IRA?


  1. Complete the writable IRA Application

  2. Send completed application to Lord Abbett Funds Services Center

  3. Feel free to use our Free FedEx shipping option

  4. You’ll receive a confirmation once your IRA is established


  IRA Application
  IRA Transfer Form
  Rollovers Flyer
  2023 Retirement Limits Flyer

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