Financial Planning / Retirement Questions

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

I have $2mil in my retirement account, mostly in equities, no debt, no mortgage, $180 Thousand in savings for traveling,..

Terry, I am 55 and plan to retire in 2 1/2 years. I will have a pension through TRS for..

My wife and I are 74 years old and have a sizeable HSA account which I funded before I retired...

I’m 67 on Social Security, my wife is 65 on Social Security disability. If one of us dies before the..

I was just notified that my very well funded pension plan was beginning the process of terminating and transferring to..

My wife is retiring at 62 and her retirement will cover health insurance + about $1500/month in cash. She also..

Me/wife both 74. Retired 6 yrs. substantial 50/50 deeply diversified, balanced, mutual funds portfolio. Comfortably live off less than 2%..

I was in public education for fifteen years and paid into the Teacher Retirement System (TRS). I have been working..

Hi, I’m 67 and currently working full time but not sure when that will end. I could be replaced at..

Terry, My wife and I are retired and our investments are with TD Ameritrade. They are actively managing our accounts..