Financial Planning / Retirement Questions
Retirement
I am 51 years old. I have about $8,000 in savings. I have a pension that when I turn 62...
I am a senior selling my condo…
I am a healthy 78 yo female. Have lived in an "adequate" third floor walkup condo for 22 years. We...
Choosing a 403b Roth or 403b Traditional
What would you recommend choosing for a married 28 year old. Setting up a retirement account using the 403b "traditional"...
Rolling over 401K into IRA while still employed.
I am approx 1 - 2 years from retirement with a current balance of $166,000 in a 401K. I want...
Can I “borrow” from my IRA?
If I take out money from my IRA and later return it, Do I have to pay taxes on it....
Money with one Financial Firm
Do you think it is wise to have all your money with one financial firm? The financial advisor at one...
Protecting Assets from Long Term Care Costs
Would like to avoid nursing home in future and them becoming my sole beneficiary. Is Long Term Care Insurance a...
Pension lump sum buyout
Hello Terry, Former employee, ATT/Lucent/Alcatel-Lucent is offering a lump sum buyout of our pensions. I have many questions. It is...
Burial Insurance
Should I prepay for funeral costs or buy insurance specific for those costs. Terry Says: If you think you might...
Ron Paul and the Economic collaspe
Is Ron Paul's warning something I should be worried about? Most of my savings is in 403b and various savings...
annuities
I have 1/3 of my wealth in no load growth funds,1/3 in realestate rental properties,and in1/3 CD's. I do not...
social security
my mother was collecting her own ss until my dad died, then went to ss to get widows benifits. it...
Reverse Mortgage and Surviving Heirs
Reverse Mortgage and Surviving Heirs I am 54 and my mom is 92. We purchased a home and my sibblings...
Finding a Financial Planner
Do you have (or do you have a source for) a list of questions to ask when looking for a...
401k loan
I have a 401k that I have invested 6%in for over 40 years with fidelity. I have over 300k in...
Where to invest my money at age 70+
I'm in the process of selling some property and I was interested in the best place to place my money?...
Annuity withdrawal
.At 81 years of age, My annuity investment of $35,000 ADDS UP TO $77000. after any years. I would like...
post retirement investing
At the advice of a credit union financial advisor, I pulled my 403B money and turned it over to LPL....
saving for retirement
I have 100,000.00 in a insurance savings for retirement until I reach 70 and 1/2, should I move it out...
Tax sheltered option
Hi.. As I'm getting closer to retirement, I'm looking for tax sheltered options,. Which do you prefer more, an annuitiy...
