Financial Planning / Retirement Questions
457 RMD’s
Is it better to take a lump sum RMD or take a monthly check? I will be 70 years old...
Mandatory withdrawals: Save or spend?
2 years ago I started taking the withdrawals. Fortunately I do not need it. Can it be reinvested? Can it...
When to take social security
I am 63 years old and have lost my job. I like not working and want to make a go...
Required annuity withdrawal at 70.5
My husband will be 72 in August and is now being required to take a mandatory withdrawal from his annuity....
Two 401ks career woman turned housewife — what to do?
Hi Terry, I am a 35 year old woman mother of two boys. I had a 401k with my first...
ARE TARGET DATE FIDELITY FUNDS SAFE FOR TOTAL RETIREMENT PLANING
IS A MAJORITY OF RETIREMENT FUNDS INVESTED IN FIDELITY TARGET DATE FUNDS A SAFE WAY TO PROTECT MY PORTFOLIO. IS...
investment for retirement
I am a 50 yr old that is self employed. What would you recommend how i can start saving for...
401 retirement acct for early retiree
I have been retired now for 3 yrs. I am 61 yrs.old and I have no bills. I still have...
House/hospitals bills –help!
My mother and I purchased a house together. Purchase price $217,000. We have been here 12 years. Mom has never...
closing IRA moving to foreign country
I am 53 years old and am closing my IRA so I can move to the Philippines. Can I take...
taxes on IRA withdrawals in early retirement
Can you explain why it's better to pay taxes from IRA withdrawals with post-taxed money (i.e. savings accts, CDs, non-IRA...
what to do with RMD funds
I am taking my RMD but at present I (my wife and I) are not in immediate need of the...
Pension:Lump sum or Annuity
I am 60 and leaving my company with a severance package. What are your thoughts on taking my pension payout...
Financial Planners
We are looking for a financial planner and in doing research on JPV Financial inc of Gurnee, Il we have...
need name of financial planner and lawyer
I am a recent widow in my 80's and would like to make certain I have everything in correct order,...
money gift to children
I'm interested & looking for some easy to understand way to gift tax exempt money to family . Will this...
Retirement Investment
Terry, my wife and I are trying to determine what to do with about 55K which has become available. The...
Deferred Income Annuities
I enjoyed your Monday, April 20th presentation at the Harold Washington Public Library. The subject of annuities are of interest...
“Free” Financial Power of Attorney Forms
Dear Ms. Savage: I went on the internet to download a free generic type "Financial Power of Attorney" form that...
retirement decision
I am 60 and my wife is 62. We have no mortgage on our house and have about $600,000 in...
