Financial Planning / Retirement Questions

How to find out your Social Security benefits. My husband and I are 58 Years old and would like to..

I am grateful to receive a corporate bonus this year. I have a 401(k) through my employer. Should I “turn..

Which free e filing system should I use for federal and state of California filing for my sister, deceased as..

I have just turned 59 and am currently negotiating divorce settlement (with counsel). I have been married for 21 years...

IRA. Received letter stating 70 and a half must take minium RE: IRA .Received letter stating 70 and half has..

Hello I am 57. I have roughly $300,00 in a company defined contribution plan. I own 2 rental houses. I..

My husband lost his job after 42 years the beginning of January for not meeting the company’s performance objectives. He..

Hi Terry, I wonder if the IRS will not require RMD’s again in 2021 like they did in 2020? Heard..

Should I have a will or a trust made? And what is the difference between the two?

Re subject: is donating available cash better, or a stock that has a large unrealized gain? Thanks

What are the tax penalties to take an early withdrawal from an Ira

Terry, I turn 67 this year and plan to retire at year-end. Modest amount in 401K, decent home equity and..

Hi Terry, we are 68 years old; last year we started taking GLWB (guaranteed lifetime withdrawal benefit) distribution on a..

I’m 70 years old with 68 year old wife. We want out of stocks. Is fixed annuity safe and suitable..

Hi Terry, My son is 44 , single and never married , should he do a will and other documents..

I was looking into a withdrawl on my 401K . I just became aware that the Covid relief that didn’t..

Hello, For the first time in my life I am totally debt free. I paid off school, my car, and..

I was born in 1960. My mother told me she has seen something about social security benefit problems with people..

Hello Terry, Our accountant explained to us, it was not worth submitting a deduction claim for clothing and household items..

Hello, I am set to receive an inheritance that is a mix of money and property. A portion of the..