Financial Planning / Retirement Questions

Our son-in-law left our daughter and her babies(ages 1 and 5) they had just purchased a new bigger house. The..

What are the $ limits of the Pension Protection Act ? Do they protect against lawsuits?

Hello Terry – I have read your article about changes to retirement plans. Are there any changes to defined-benefit plans..

In an article you recently wrote concerning changes Congress made to IRA’s you stated “Of course, the dreaded RMDs are..

Hi Terry, I am a 46 year year old mother of 3, however only 1 is a minor. I have..

If my wife or myself pre decease the other and inherit the 401k/IRA, does that money effect the medicare premium..

I am 88yrs old my portfolio is approx 1mil mix of stocks and bonds.Any tax savings when I make some..

As a retired Federal government employee I don’t qualify for social security but if I achieve 40 quarters of social..

My 100 year old mother is selling her house for $600,000. I want her to put it in several bank..

If you are on SSI (Disability) before you turn 62 will Department of Social Security lowering your income down to..

I want my money to work for me and am looking for stocks that will help me add to my..

I have a 457 that I would like to move into a Roth while taxes are low. I also may..

What is the maximum yearly per person giving and maximum per person receiving without tax penalties

Terry, Background: I am 66, retired, receiving a pension and plan to begin taking Social Security at 70. Preparing for..

do you have any recommendation about how to go about finding a good estate planner attorney?

Mother has spousal payout option (she never married). She is 65, payout is around $15,800 or $123 a month in..

My wife and I are retired, and each of us has a will. We have 3 kids, all in their..

I’ve got a bunch of money sitting in IRA’s under my name. the federal estate tax exemption is high enough..

Hi Terry, My wife and I disagree about the best use of extra income $$. We have an extra $300..

When my mother passed away last year she left me a nice sum of money. Not a fortune by any..