Financial Planning / Retirement Questions

I am 65 years old, turn 66 at the end of June, planning to retire at the beginning of 2027...

Hi Terry, I’m a teacher retiring in June. I will be 61 in July… I’m wondering if I should take..

Altenative way to temporarily avoid taxes on an RMD by age 73? (i.e. open a Roth IRA, Buy US Savings..

Hello Terry, I have a 401k in JpMorgan from my last employer, I haven’t contributed any money into this plan..

Is it best to put home in a trust or do a quit claim deed?

retired last July but just received my pension via a check in the name of my investment firm. Given the..

I’m 62 and I am wondering if I should start a Roth IRA. I plan to retire @ 67 –..

I’m filling out my durable poa. Should i list my wife as primary and then someone else my secondary(probably my..

I’m concerned about my 2 IRAs that I need to access in 5 years. My husband says I should roll..

Is it a better time to do a Roth conversion when the stock market is up or down ? Or..

HI, 63 YEAR OLD RETIRED FEDERAL WORKER. I HAVE MAJORITY OF MY 401K IN THE L 2030 FUND. LESS AGGRESSIVE..

72 year of age. I have 25k in the state retirement account with corebride. I retired 5 years ago from..

Hi, I am currently collecting Widows benefits from Social Security. And have recently lost my job. I’m 67 and considering..

HI Terry, I hear two schools of thought when it comes to converting. Leave everything as is and the other,..

Hi Terry! I’m 65, married, still working, have diverse buckets of retirement money, husband retired with monthly annuity (guaranteed for..

I’m retired and on Social Security, I have no debt. Our house is paid for, and my sug-other pays all..

I retired 1 year ago. My money for retirement is still in my 401k thru work . It is in..

Is there a way to minimize taxes on an inherited IRA?

I have a 401k is it OK to keep it where it’s at I have it at walmart

Our IRA accounts. Stay put or transfer some to money market?