Financial Planning / Retirement Questions
Picking a fee-based financial advisor
Please help. I would like to hire a fee based financial adviser but have no idea how to go about...
Accessing retirement funds for liquid assests…
I work full-time, but have to dip into savings to make ends meet to the point where my savings are...
Converting Gains to Chicken Money?
I am a 63 year old, single male, retired in 2008, relatively good health. I have used up all my...
Mom’s investments
My mom is 82. We just moved her to assisted living. She has some memory loss and we myself an...
retirement and roth
Terry, I am almost 58 and am planning to retire with full retirement from that as a Nurse from Loyola...
Dilemma over withdrawing from (excellent) 401K or taking Social Security early
I'm 62 and have enough money to live on for about another year before I have to start taking money...
Roth or traditional retirement accoiunt
I currently have a retirement account with American Funds, and manage it myself. I keep this account to save up...
Roth IRA Account after age 70-1/2
Can I continue to contribute to after reaching 70 1/2 years old? Terry Says: Yes, this is another advantage of...
pensions and social security
Terry, I am currently receiving monthly pension from job I retired from with AT&T after 30 years service. I am...
Roth IRA witdrawals penalized? Wrong advice from CPA?
Dear Terry, You may not remember me, but several years back I had the privilege of meeting you and having...
rothira
am 50 whats best place to open roth ira and how do I manage it without being directly involved. Terry...
IRAs for non-working spouse?
Are there any IRA Roth or regular options for a stay at home mom with a working husband? My daughter...
retirement — enough?
I have $4.8 million that Fidelity handles for me. I am 67 years old and so is my wife and...
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...
