Financial Planning / Retirement Questions

Annuitization done — now how do I gift the payments?

This may be a study in frustration. I didn't find the site before I made a decision to annuitize 4...

457 ICMARC RETIREMENT

Hello, My son is 23 yrs old and is a wild land firefighter and has just been offered benefits. How..

ETF’s that rebalance?

I recently transfered my some monies to an existing IRA that I've had for many years. I was wondering if..

Co-Op Communities

Hi Terry, I hope you're well and happy. I am a 71 year old widow and will sell my house..

post-retirement investment strategy

I understand the data on average superiority of index mutual funds to managed funds while building retirement funds. How do..

financial advisor

We are meeting with a Geiger Wealth manager. I want to know if they sell only annuities and who would..

Stock and Housing Market — another crash?

Terry - I'm retiring in 2017 and I'm frightened by what I hear about another stock market adjustment like what..

Required401k distribution

I am 81 and employed part time in a business owned by my sons. I am required to take my..

fixed annuity maturing

Fixed annuity maturing 8/4 my husband took care of this ...he has been diagnosed with dementia and I am not..

withdraw of 120.000 from fed thrift saving plan for down payment on house.

Terry, i'm a fed employee enrolled in the thrift saving plan. I will be 59 1/2 years old in November...

Financial Organizer

I signed up. when i got the response it gave a site to click on, but the site was not...

Money receved from Annuity after divorce.

What do I need to do with the money. I don't want to lose it to taxes. I am 61...

Going downhill fast!

My husband and I are 74 and 77....he has Alzheimer's. We have both worked all of our lives but due...

financial

I am an 80 yr. old woman that worked and saved all my life. I don't trust anyone with my...

pension investment being forced early

Greetings! One of our retirement pieces that we had no intention of touching until age 65, is a deferred vested...

Re: 401K investment

Sorry I did not give enough info before I am 71 years old -- 3 years retired Approximately $190K has...

Roth IRAs vs 40l(k)

Hi, Terry-- I recently learned that I should not be putting money into two Roth IRAs monthly as I've been...

Retired, Paying off debts

Hi Terry. I am a retired firefighter. My wife is employed and has her own retirement plan. I want to pay...

finding a retirement planner

I read your comments about choosing a financial planner but in addition, I am wondering if there is a way...

parents dilemna –buy ,sell or rent

hi-I am hopeful to have a reasoned answer to this perplexing issue-- My parents are 80 and have a home...

money

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