Answered on December 11, 2017

When doing a revocable living trust what is included or necessary within the trust? Seems when you…

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Answered on November 22, 2017

I have an older 403B plan from a previous employer. The balance is less than $50,000. I am retired…

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Answered on November 22, 2017

I’ve been retired from USPS now going I to my 3rd year. I have 243,816.00 in my TSP. I withdraw $860…

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Answered on November 21, 2017

My daughter is looking at investments and retirement. She is 30 years old and has a municipal…

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Answered on November 20, 2017

I plan to retire in the next 3-4 years and do not have as much in my 401K plan as I liked. I would…

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Answered on November 19, 2017

Hello, Terry! I am a fan and just bought your book, “The Savage Truth on Money”. My husband and I…

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Answered on October 28, 2017

I am 70 1/2 and required to begin withdrawing from my IRAs. I have a pension, have no debts, and do…

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Answered on October 27, 2017

What is the best thing to do with your employers 401k account when you retire and leave the company?

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Answered on October 26, 2017

Hi Terry, What book do you recommend about social security that is easy to read and understand?

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Answered on October 25, 2017

I am nearing retirement and was one of the first 5 callers to win a $3000 consultation for free on a…

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