Financial Planning / Retirement Questions

Monthly disbursements from 40l(k) or IRA rollover?

I am 60 years old and retired. Effective April 1, I will be receiving a monthly check from my 401K...

Qualifying for Medicaid — does Life Insurance policy count?

My dad is 89, widowed,still living on his own and in ok health. He has less than $80,000 in assets,...

How do I get Your Personal Financial Organizer form?

I'm trying to find the Personal Financial Organizer Form and can't seem to find it. How do I get this...

Should I give my wife access?

My wife works a public job(school ) and makes about 50000 a year. I work at a family business. She...

Help calculating Required Minimum Distributions

Thank you for your marvelous column, I have learned so much from you. I have now reached the magical 70-1/2...

Help with info about retiring now!

I need to know where to find info about retiring now. My husband turns 65 next month, he is still...

Pension — or Rollover

Hello Terry, I work for a company that will be closing its door in California and have been given a...

Thanks for Financial Engines retirement link

Hi Terry: Thanks to your recommendation, I've been tracking the accumulation of my retirement funding for a number of years...

money

ASK TERRY

a personal
finance question