Financial Planning / Retirement Questions
Roth IRA
My wife and I are over 70. I work part time and earned $11,000 federally taxable gross pay in 2024...
should I take money out to lend as Private Money Lender or invest in Real Estate
Our 401k is taking a beating, we are 74 & 70 years young, confused if we should invest in Real..
Retirement
I am 60 years old widow and I am still working and would like to retire. I received my husband‘s..
RMD now?
My husband will turn 73 on June 1st. Can he withdraw his RMD now? Thank you
Starting/stopping 401k RMDs
If I retire and start taking RMDs from my 401k, can I stop taking RMDs from that 401k if I..
Roth conversion tax
Does it make any sense to pay the tax on a Roth conversion from an existing Roth account ? I..
TSP withdrawals/ROTH conversion
Given current domestic uncertainty, what do you think best to handle RMD of TSP and do you think ROTH conversion..
Annuity Money withdrawal
I am turning 73 years old next year. Which means l have to start taking money out of this account.I..
Executors
My wife and I are in our second marriage. We both have adult children. If my wife dies before me,..
RMD money to Roth?
Is there a downside from taking the RMD money and putting it into a Roth IRA?
Retiree Safest Investment
Terry, I am approaching 70 and retired. I have 300,000 in my company 401k that I should withdraw. What would..
Roth IRA
Is now a bad time to start a roth IRA with the tariffs going on?
When to take one’s RMD
Hi Terry, given the financial situation, the markets, etc., in our country at the moment would you advise someone to..
What to do with 401K at retirement
I’m 68 and want to retire in 6 months. I just started getting social security but I have out had..
Foreign Pension
My wife is a legal resident of the United States (Green Card) and presently retired. Visiting Japan last year she..
Where to put inherited farm land.
Myself and my 2 brothers have inherited a farm (that was in our parents’ trust) that we are going sell..
401k transfer
I am changing jobs. My new employer has a 90 waiting period before I can participate in the their 401k...
Required Minimum Distribution (RMD)
I just became 75 years old. I am employed full-time. I was told by my HR department that I didn’t..
Mandatory Minimum Distribution-age 73
How can I avoid paying taxes upon my total withdrawl of funds,RMD, before age 73 other than just donating it..
Traditional IRA Conversion to Roth
Can you tell me what this looks like, potential tax liability, and does this prevent you from making a Roth..
