Financial Planning / Retirement Questions

Hi Terry. My question is my job offers 401k through my union, is it a good idea to get the..

Hi Terry. I currently deal with a so-called “robo advisor” at Vanguard. He is actually a CFP personal financial advisor..

Is the withholding tax deducted after the medicare insurance is taken out of the payment or before? It looks like..

I am 66, still working making about $66,000. I started claiming my survivor’s benefits (husband, died 6 yrs ago). I..

Current working with a financial planner associated with Schwab. He has done a lot in terms of consolidating our accounts...

Should I have taxes taken out of my Social Security?

We took out a small loan from my husbands 401k earlier this year, it was about $1400. Husband is about..

I have approximately 300,000 in a 401 with my current employer. I will be 67 in December and not sure..

Hi Terry, wondering your thoughts regarding the Private Pension choice- lifetime annuity managed by Bank of New York Mellon insured..

Is there a best stage or time to take my Social Security benefits I hear a lot of 66 and..

My wife and I have acquired $1300000 in 401k, ira, and annuties. We hear at 72 we will have to..

Hello, I understand that I can take my RMD from my traditional IRA, annually, and put those funds into my..

My question or precisely my plea….I had been with my ex for over twenty years and we have a daughter..

At 70 years old is it wise to convert a large amount of IRA savings to a Roth account and..

I have several 401K plans. Do I roll them into my new 401K or a personal IRA?

I will have to sell the funds in my 401k at my rmd date. That’s 2022. They don’t allow an..

My husband is 68 soon to be 69 and still working. He is collecting his full SS benefit. I myself..

Hi Terry, I plan to take my first RMD in Dec 2023, when I am 72. I have a 60/40..

Hi terry My husband worked for the railroad. As his wife, i am now receiving a retirement pension. Question, if..

Terry 25 years ago I was told that we could retire after 30 years in my pension. It did not..