Financial Planning / Retirement Questions
Help saving for retirement and college
My wife in I are in our early fifty but haven't been as prudent as we should of been with...
Taxes on my Social Security
I am an elderly senior & know that any yr. income over $25,000. , my S. Sec. will be taxed....
Financial Advisors Compensated by an Hourly Fee
What do you think about financial advisors who are paid on an hourly basis for advice about an investor's portfolio?...
Catholic foresters Annuity Penalty
I have a non-qualifying annuity With Foresters, that I bought 2 years ago, I know I'll have to pay a...
An Illinois Teacher Worries About Pension
As a retired Illinois teacher I am worried about my pension. Even though I made my contributions over the years,...
IRA
Hi Ms. Savage, My question is I'm 61 and need to invest wisely without loosing money. I have a IRA...
Retirement investments
I have 170,000.00 in a pension fund from my job the hospitali work at was purchased and the money is...
Taxes on my IRA’S
Hi Terry, I have a question for you: I have two (reg.) IRA's and am 67 yrs. old, am retired...
Real estate as a retirement investment
We have an opportunity to buy a vacation, shoreline, home at a good price. The property has been professionally managed...
Retirement Income help
After losing over $20K in principal in the last 6 months with Vanguard GNMA, I cashed it in and now...
When to take Social Security?
I am approaching age of 61, works part-time now (going back to work full time has not been successful) and...
Complicated Social Security Benefit issue!
I am going to be 66 in October and planning to take my social security beneit. At this time I...
Should a financial planner be registered?
setting up my retirement account, met with a retirement planner, that a WLS radio show wm gieger recommened, however i...
LTC/Death Benefit Combo?
Our Financial Advisor is recommending to my wife and I that we purchase a LTC with a Death Benefit Protection...
IRS tracking Roths
I'm 63, opened a ROTH IRA in 2012, have put in only money directly from me, no rollover or conversion...
Roth IRA 5yr rule for Withdrawals
My daughter , who is disabled, would like to take money out of her Roth IRA to buy a house....
Privatized Pension?
How does a privatized pension work for investment purposes for a person that is in their 80's? SAVAGE SAYS: I?...
When must gift tax return be filed?
After my mother passed away, my 82 year old father received 50,000.00 on my mother's life insurance policy. He doesn't...
Renewing IRA CD
Hi Terry, I have an IRA CD ( 5 yr term ) that will mature this year in Sept. 2013....
Roll 40l(k) into IRA?
Hi Terry, my employer is having us take our profit sharing 401K out of our current management firm and place...
