Financial Planning / Retirement Questions

My husband and I decided we should see a financial advisor for retirement planning. We chose someone NOT affiliated with..

I would like to roll my IRA savings to a Roth IRA. Could I take my IRA RMD and put..

im hearing so much now about this ladybird deed. 60 years old . 3 children , one i do not..

Retired – Want to payoff house – owe $20,000 – by using money in IRA I am 69yrs old.

I have a substantial amount in a 401 (over 800K). Im 63 years old and retired last month. I will..

Hi Terry, My husband is 60 and will retire within the next 7 years. We have a current portfolio $850,000.00..

My wife and i have close $400,000 in retirement funds. i’m retired for 8 months she retires in june 2019...

You answered my question about taking an additional 13M from our traditional IRA and putting it in to a Roth..

I was referred to a local, fee only planner, but they are not on the NAPFA website. Does this present..

In January, I retired from Walmart. I transferred my 401K from Merrill Lynch to Vanguard. The time frame of the..

I am no longer working at my previous job where I was employed for 29 years and have a pension..

In the divorce settlement I have received a part of 401K from my spouse ( QDRO ) and would like..

I left my job a year ago and am trying to figure out where to put my 401(k) (I know..

In my husbands retirement fund which is handled by Morgan Stanley is down to $104,429.67 every month we are losing..

I am 60 years old and have approximately $700k in my IRA Rollover. I want to buy a new car..

I inherited two IRAs (one a Roth and the other a non-Roth). Four yrs ago I started taking annual required..

Terry Can I take a one time withdrawal from a 401K without either triggering automatic withdrawals or being required to..

To achieve optimal savings from the new lower tax rates, that apparently will “snap back” in 8yrs, should I pull..

is it better to get a financial adviser from your local bank or someone like JPMorgan or Merrill Lynch.

If I take more than my RMD out of my traditional IRA, will it be taxed as ‘ ordinary income’..