Financial Planning / Retirement Questions
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...
Retirement investment andwithdrawal advice
Terry, I am 75 years old and still working. I receive a good salary and very good benefits; however, I...
Tradional IRA rollovers and taxes
I rolled over a matured traditional IRA CD this past Oct., 2013 to a liquid cash IRA acct. I plan...
Am I doing enough for my retirement?
Dear Terry, I'm 51 yrs old and married with 2 sons in college. Right now I make 90k a year....
403B Plans
Terry Huge fan of yours, loved your book - a primer for my early retirement. Thank you! I consult/assist a...
63 & can’t get a job
I am a single, healthy 63 yr old with no family, so completely responsible for own financial well being. Fortunately...
Brokerage account into an IRA?
I have two accounts : A BROKERAGE AND RETIREMENT (IRA) Could I roll over the Brokerage to the ira? Terry...
Merging Tradionial IRAs
Hi Terry, can i merge 2 different traditional IRA's ( held at different banks ) together to make one account...
