Financial Planning / Retirement Questions
Passing on financial assets in a Will
My wife and I, both in our late 60’s, have built a retirement nest egg, not huge, but comfortable. I...
what to do with a 65k inheritance?
We are retired( 69 & 71) living ok on social security. We are inheriting 65k. We have no debt. We...
safe max cost of new home purchase
I am a newly retired teacher and am shopping for a new home for retirement. i am planning on paying...
Social Security Deferral
I was reading your column in the newspaper and had a question about what was said about social security deferral:...
continuing care vs long term care insurance
what is your current opinions on the two: continuing care facility or continue with long term insurance Terry Says: Long...
Quicken 2016 for Mac
Can you understand why the Quicken folks would publish a budget program that WILL NOT allow a user to create...
Retirement funds
Hi Terry, my husband and I are recently retired. We have a 403b, and Ira accounts. We know that we...
401k Rollover to annuity?
I am working with a financial planner who wants me to roll my 401k into an annuity that he says...
Minimum Required Distribution
I have a 401k and an IRA. At age 70 and a half, can I take a distribution from one...
Mortgage refi in second marriage
I remarried 6 years ago and I myself invested in a condo in Florida which I bought for $165 K...
Investments in retirement
Terry I have several questions on moving money from a 401k to an IRA. Currently the money is in a...
income from stock in 401(k)
My husband and I are living on our S.S. income. We need additional income and are thinking of taking dividends...
Going back to school
I currently work as Public Health Nutritionist, and I have the opportunity to go back to school to complete...
withdrawal of balance of reverse mtge funds
Considering withdrawal of balance in reverse mtge of $190,000 and want to keep it safe and liquid. Thinking of money...
Taking Spousal Social Security and delaying my own SS
My wife and I have filed for Social Security. We are 66 years old. She is taking her full benefit...
Taking RMD from one IRA, and not another?
I have two IRA annuities. I would like to take ALL of the RMD total requirement from one of the...
Roth IRA
Yes Terry, I am a retired 61 year old single male with a full postal pension and need to know...
Retirement account
I have been retired 5 years. I have a deferred nationwide retirement solutions account with 80 percent in fixed and...
Rollover 401k, IRA to a commercial market bridge loan
Was listening to WGN this morning and the financial advisor was quite adamant about rolling over funds in my 401k...
What do you do with an extra $20K a year?
My Native American tribe has just begun issuing per capita payments totaling $20,000 per year. I am recently married and...
