Financial Planning / Retirement Questions
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...
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,...
