Financial Planning / Retirement Questions
Investment thru work
The company I work for has an investment plan, sort of. They don't put anything into it, they just have..
Estate Planning — Need Attorney
I need help finding an attorney who specializes in estate planning. I am single and have no family. Its very..
IRA
Please clarify to me and your viewers: From a ROTH IRA, one can withdraw up to the total of initial..
Can a senior live on only Social Security?
I live in a board and care right now but am applying to senior apts who just take 30% of..
Financial Advice in Retirement years
I am retired and so far very blessed to own rental properties. However I am looking for Financial advise on..
Really — How do I find a Financial Planner? Will YOU do it??
How does one find a reputable Financial Planner and Investor to educate and set us up for retirement? Do you..
Do I owe estimated taxes on a Roth Conversion?
I am going to convert some of my IRA to a ROTH this year. I have the money outside of..
withdrawals from retirement plan
I have a 457 that I will be able to draw down due to my age I need your help..
pay off mortgage or save for retirement?
I am a 57 year old small business owner. We built a home 11 years ago and have refinanced from..
Estate planning help
Don't know if you can answer this. . I am 70 yo. .I have a FHA mortgage of $109000. I..
financial adviser, Yes or No
I see questions about whether or not to work with a "financial adviser" being asked all the time. My "learned..
retirement overview
My wife & I putting 100 each in a roth. I put 500 a month in my work 401. putting..
401k
When I retire where should I put my 401k ? I will need to withdraw some money annualy
Rollover IRA
I had a 401k and rolled it over to IRA when I left that employer. If I want to convert..
Choosing a financial advisor
We have saved for retirement and are now in our sixties. While we have chosen investments ourselves over the years,..
Minimizing taxation of SS benefits in retirement
I have a question about minimizing taxes on SS benefits in retirement. I'm 60, plan to retire at 65, have..
Legacy Planning for my 401
I am retired and not active at work. My company's 401 is paying a great fixed rate so I don't..
Roth IRA if I have a 40l(k) at work?
When does it make sense to use Roth IRA. I already am participating to the maximum to my 401K. Does..
Trustee’s Deed IL Farmland
My husband (who is disabled with younger onset Alzheimers) inherited, by trust, 2 farms with his 3 siblings. We have..
LIFE INSURANCE — changing beneficiary
My husband got life insurance and beneficiaries are me and his 2 adult kids that don't live here. Should it..
