Financial Planning / Retirement Questions
Converting Traditional IRA to Roth IRA after early retirement
Terry, I'm 59, retired, with over $1.2 million in a traditional IRA. I'm interested in the pros/cons of converting some/part/all...
401k — new record keeper, losing money!
I am retiring this year. what to do with 401 my company changed record keepers and I'm no longer in...
Retirement Investing
Terry-- i am 68, married,no debt, Soc. Sec and military pension coming in. Kids educated and gone, have long term...
Roth IRA versus deferred comp
Hi Terry I will have all my debt except for my mortgage paid off in one year at that time...
Downsized, lost pension, now what?
My department at work downsized so I was let go,I had invested in 401k matching thru employer what should I...
retirement planning — and the cost of advice
Hi Terry I'm a 73 year old in good health and have 250,000 portfolio I am paying 1 percent to...
assess your retirement plan asset allocation
in your article "5 financial tasks to take care of in fall" you provided your web site and suggested clicking...
When to Transfer a 401k
I need a little advice. I lost my job in Mid-August and have a 401k that I need to rollover....
Roth accounts
1. Can I still contribute to my Roth account although I am recently retired and will have to take minimum...
Retiring, but need more income to help family members.
I have known you for quite a while via newspapers, radio and television so much so I feel I know...
Social Security vs Social Security Disability
My husband is 62 and is ill. He inquired about receiving Social Security Retirement Benefits and was awarded and received...
IRA — Too late to Start?
Hi Terry, I'm 59...and I have 2 in college, and I have nothing in a retirement fund. Money is tight,...
What to do with investment?
Hi....just recently retired, collecting lump sum, new to this; and was wondering where to put this money to collect a...
Retirement Investing — The sleeping point?
Last week on WGN you said that 'seniors might want to enter sleeper mode during this market period,' what do...
Lump Sum Buyouts.
Several months ago Alcatel-Lucent introduced the Alcatel-Lucent Retiree Lump Sum Window Program to all retired Lucent Technologies employees. They have...
Fixed Index funds
Heading into Retirement this year and want to change investment strategy to create " safe money" from my 401K to...
my pending retirement
Terry, I am retiring effective 10/01/2015 and obviously concerned by the market conditions now. I have a mix of 43%...
Using 40l(k) to pay off credit card debt
My husband and I have a credit card balance of $15,000, the balance owed on our home is $45,000 and...
What to do with penson disbursement
I've worked at my company for 29years.We had a defined pension plan which was frozen in 2009 due to the...
Money and my elderly father
Terry, I'm a retired teacher in my mid-60s living on my pension and savings. I'm not eligible for Social Security....
