Financial Planning / Retirement Questions

Hi! I just got a new credit card (was going to get regardless) and it happens to come with a..

Enjoy you so much. I left my job in September, plan on resuming employment in the spring. Since September the..

HI Terry, I need some money to live come November and December this year (retired early, I’m 58). I have..

Hi Terry, About twelve years ago you gave me excellent advice about selling bonds from an inheritance. Money has been..

Terry, I deposited the max $6500 into an IRA thru my Credit Union in June of 2019. I do need..

I want to make will I have 1.5 million I am65 how much it cost any name for lawyer

I’m turning 69 1/2 and have to take out of my deferred comp. I really don’t need the income should..

We did not plan our retirement very well. We are 64 & 61, we both plan on working 3 to..

I cannot seem to make progress with a solid savings/emergency fund. Set money aside when paid only to use it..

Terry, my wife and I will be 73 this year and our RMD’s are over $80K on a balance over..

Hi Terry, My question is, I am tuning 65 in September 2020 and would like to know if you have..

My wife works part time but with no 401k option. I work and have a 401k. My question, can she..

My age 67/ wife 62, net worth in 401k, pensions, annuities , cash, totaling 1.3 million. (home not included) I’m..

The San Diego newspaper advertised a trust workshop with the heading, “Does your trust address the new tax law passed..

Hi, Terry. Happy New Year. I just turned 70 this past fall and was planning to take out my initial..

Both of my parents passed away a few months ago and we are now selling their home and taking care..

You mention fee based financial advisors. How do you find. As well as a tax advisors. We have one college..

I have a small IRA , live in my parents house alone & pay real estate taxes, have a very..

I am converting a regular IRA to a Roth IRA over the next few years before I turn 70 and..

CAN SENIORS RETIRED TAKE OUT A ROTH IRA? SAVE ON TAXES