Financial Planning / Retirement Questions
LTC Insurance Premium Increase
Afternoon, Like lots of people, my wife and I received notices of extraordinary Long Term Care premium increases from John...
Tax deferred annuity
I am 67 years old and probably should start to take money out of my teachers annuity. I always thought...
401k rollover, lost job!
I recently lost my job I want to re invest my 401k what is safest way to do this and...
Retired, but not having income taxes withheld from Social Security, 401k withdrawls or annuity payments
Retired for just over 18 months. Elected to have nothing withheld from my social security payments, 401k withdrawls or annuity...
Investing money to pay for Assisted Living/Memory Care
Hi Terry, My father is in an Assisted Living residence for Dementia. I would like to invest some of his...
Roth IRA and 457 contribution?
Hello, I am a city of Chicago employee and am contribute the maximum I can into my 457 deferred compensation...
Retirement investment andwithdrawal advice
Terry, I am 75 years old and still working. I receive a good salary and very good benefits; however, I...
Tradional IRA rollovers and taxes
I rolled over a matured traditional IRA CD this past Oct., 2013 to a liquid cash IRA acct. I plan...
Am I doing enough for my retirement?
Dear Terry, I'm 51 yrs old and married with 2 sons in college. Right now I make 90k a year....
403B Plans
Terry Huge fan of yours, loved your book - a primer for my early retirement. Thank you! I consult/assist a...
63 & can’t get a job
I am a single, healthy 63 yr old with no family, so completely responsible for own financial well being. Fortunately...
Brokerage account into an IRA?
I have two accounts : A BROKERAGE AND RETIREMENT (IRA) Could I roll over the Brokerage to the ira? Terry...
Merging Tradionial IRAs
Hi Terry, can i merge 2 different traditional IRA's ( held at different banks ) together to make one account...
info from Jimbo’s show re taxation of social security benefits
Terry.... Caught you this morning on the Bohannon show, but need a little clarification. What was it you said about...
Sell stocks in this current high market
I am 82 yrs old and in low tax bracket...I like the dividends to pay some expenses. Should I sell...
Searching a qualified, trustworthy financial advisor for a woman retiree of early seventies
Are you also practicing as a personal financial advisor yourself? If not, could you recommend anyone of your caliber, in...
Retirement Planning Educitional Course – is it worth it?
Hi Terry, We keep receiving brochures for Retirement Planning Courses. They are always from Financial advisors and we were wondering...
Financial advisor need for senior
comments on Need a financial advisor for daughter ange said on January 3, 2014 at 9:16am, How wonderful that you...
Need a financial advisor for daughter
I am 85, just diagnosed with acute leukemia. I think my own affairs are OK, but my daughter who lives...
How much do I need in retirement
I attended your talk at the Economic Club of Southwest Michigan in October and you gave several web sites. I...
