Financial Planning / Retirement Questions
Investments in retirement
I will be retiring soon and have investments. Do offer a service of personal advisers? If not can you recommend...
Social Security & Retirement
Terry: Can you recommend the best book I can purchase to understand the area around Social Security and Retirement. My...
Traditional IRA’s vs. Roth IRA’s
Hi Terry, I have traditional and Roth IRA's, and a few years away from retirement. Should I convert the traditional...
How to get started with a trust to protect my assets for my daughter?
Hi Terry, My daughter is almost finished with college, and we have started thinking about how to protect our money...
life insurance
Hi Terry, Read your 5/10/15 article in the Chicago Tribune "5 things to know about life insurance". Here's my question..I'm...
Estate Planning –
I'm 55+ and in the beginning stage of estate plan. What is the starting point. Do I need to contact...
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...
