Financial Planning / Retirement Questions

I am 60 years old and have approximately $700k in my IRA Rollover. I want to buy a new car..

I inherited two IRAs (one a Roth and the other a non-Roth). Four yrs ago I started taking annual required..

Terry Can I take a one time withdrawal from a 401K without either triggering automatic withdrawals or being required to..

To achieve optimal savings from the new lower tax rates, that apparently will “snap back” in 8yrs, should I pull..

is it better to get a financial adviser from your local bank or someone like JPMorgan or Merrill Lynch.

If I take more than my RMD out of my traditional IRA, will it be taxed as ‘ ordinary income’..

Hi Terry: I am considering having Vanguard manage and oversee my investments in their company. They charge .03% annually for..

Hi, you used to have a link to the Financial Engines site that would help me with a calculation about..

The wife and I take the standard deduction (which is $24M) The only income we have is SS, which is..

I am the owner of IL partnership with my children. My income comes from property rentals, no salaries are paid..

What’s up with a fixed asset annuity that offers 6% guaranteed and monthly payouts after the first year to be..

hellman and friedman buyout of financial engines. as a financial engines client is it advisable for me to dissolve my..

What is the best date or time of month and year to retire, for a FERS federal civilian employee, in..

My advisor doesn’t charge he says. Does Ed Jones only charge on buying and trading and investing my funds?

Many years ago I had a financial advisor at American Express – he was terrific but when they switched to..

Hi Terry, I recently sold my condo and netted about 75k. I paid off all my debt and some of..

My employer is closing out their pension fund and will be distributing all funds to the employees. I am 55..

I need help in choosing wisely which is the better Annuity payout plan. I am 70 1/2 yrs old my..

I am looking for a reputable financial planner. My wife and I are retired and although we have pension and..

In two years I will be 70 and my wife will be 66. I amy trying to figure out whether..