Financial Planning / Retirement Questions
Mutual Funds to Annuities for income?
I have 1 million in the market as Mutual Funds, I use Edward Jones. I plan to retire soon, should...
ESTATE PLANNING WITH 2ND MARRIAGE & STEPCHILDREN
I am working on my own Living Trust. I need help & advice on how to deal with stepchildren on...
401K rollover limitations?
I heard that you may only rollover 1 401K account per calendar year, or pay taxes on any additional. I...
Annuities for retirees?
I'm 68, wife is 65. Wife will soon retire from Chase and get a lump sum $95,000. Chase is recommending...
My wife and I disagree about when to take Social Security!
I am 62 years of age and working part-time plus have been receiving pension after retiring from my old full-time...
What questions to ask when rolling over a 401k
Hi Terry, I would like to roll over an old 401k into an IRA and wanted to know what questions...
Mandatory IRA Distribution at 70 1/2
My husband will be required to take a mandatory IRA distribution before the April he turns 70 1/2, which will...
Convert 401k to IRA
Terry, I wanted to take a portion of my 401k (from past job) and transfer to an IRA. I learned...
Index Based CD’s
Hi Terry, I will be retiring soon and won't need the money form my 457 account for several years. I'm...
Saving after 60
As a result of the lack of respect for money and its stewardship, I have nothing saved. There are, however,...
Investing in a Perspective 11 Fixed or Variable Annuity
My wife and I met with a certified financial planner. Right now we have about $390,000 in a fixed 457...
401 K rollover — money market or stocks?
I rolled my 401 K over to my local State Employees Credit Union when the stock market starting its down...
Will the govt take my IRA?
There is a lot of indicators about the government using our IRA'S and 401k's to support there agenda "sharing the...
Government Thrift Savings Plan vs other investments at RMD time
I am 71 and a retired Federal Employee with a CSRS pension and I am still working as a consultant....
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...
