Financial Planning / Retirement Questions

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..

Trust Brokerage account, Mom has dementia

My mother-in-law has a trust brokerage account along with my brother-in-law. He just died and she has been certified with..

Paying off everything

My husband retired at 60, I'm still working and am 58. He has a pension for life. If he dies..

money

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