Financial Planning / Retirement Questions

I am turning 73 years old next year. Which means l have to start taking money out of this account.I..

My wife and I are in our second marriage. We both have adult children. If my wife dies before me,..

Is there a downside from taking the RMD money and putting it into a Roth IRA?

Terry, I am approaching 70 and retired. I have 300,000 in my company 401k that I should withdraw. What would..

Is now a bad time to start a roth IRA with the tariffs going on?

Hi Terry, given the financial situation, the markets, etc., in our country at the moment would you advise someone to..

I’m 68 and want to retire in 6 months. I just started getting social security but I have out had..

My wife is a legal resident of the United States (Green Card) and presently retired. Visiting Japan last year she..

Myself and my 2 brothers have inherited a farm (that was in our parents’ trust) that we are going sell..

I am changing jobs. My new employer has a 90 waiting period before I can participate in the their 401k...

I just became 75 years old. I am employed full-time. I was told by my HR department that I didn’t..

How can I avoid paying taxes upon my total withdrawl of funds,RMD, before age 73 other than just donating it..

Can you tell me what this looks like, potential tax liability, and does this prevent you from making a Roth..

I am 65 years old, turn 66 at the end of June, planning to retire at the beginning of 2027...

Hi Terry, I’m a teacher retiring in June. I will be 61 in July… I’m wondering if I should take..

Altenative way to temporarily avoid taxes on an RMD by age 73? (i.e. open a Roth IRA, Buy US Savings..

Hello Terry, I have a 401k in JpMorgan from my last employer, I haven’t contributed any money into this plan..

Is it best to put home in a trust or do a quit claim deed?

retired last July but just received my pension via a check in the name of my investment firm. Given the..

I’m 62 and I am wondering if I should start a Roth IRA. I plan to retire @ 67 –..