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...