Financial Planning / Retirement Questions
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...
Investments for retirement
I am retired at 60 years old with a yearly income of $20,000.00. I am considering liquidating all of my former...
How to build up low retirement at 61
Hi, Terry! I am a single woman of 61 earning just $43000 per year working two jobs. My main retirement...
RMD
I didn't realize it was mandatory to take money out of my 401k plan at 71 1/2. Now, I find...
IRA with drawl to purchase my son first house who is currently unemployed
I am 62 years old and I would like to withdraw $100,000 to buy my son his first home. Is...
FEEX.COM safety of information
You recomend the use of FEEX.COM to check for actual cost of fees. Has this site been thoroughly vetted as...
Reducing Income and effect on social security benefit
Terry, I am working in the corporate world making a comfortable salary. I am 58 years old so I am...
Withdraw from IRA now — or save for daughter.
At 75 are taxes less or more on closing my IRA;s vs. my daughter inheriting and paying taxes? Tax payments...
Finding Financial advisor
Hi Terry, I just sold my business and retired. I want to find a financial advisor to formulate the long...
Payoff home or Invest for Retirement?
Hi Terry .I owe$220,000 on my house .I am 56 years old ,my wife is 59. we probably will not...
Annuities
Through circumstances beyond my control, I have limited funds at the age of 75. And find myself still working as...
Roth IRA
Hi Terry Here is my question.... I'm 59 years old and I have $6,500.00 to invest. Do I add it...
Need cash — where to take it from
Need $15,000.00 should I take out of my investments (about 150,000) or consider a reverse mortgage? Terry Says: Sorry, but...
paying off mortgage or saving in bank
my husband and I are in late 60's with approximately $80K owed on mortgage. He is planning on working until...
