Financial Planning / Retirement Questions

Terry – I see advice often from you in the newspaper about 401(k)s. My question is: Is the same advice..

Terry, with just my SS payments alone, I will be over the $45,000.00 of income to be taxed and that..

My mother passed away May 14th 2020 and father passed away on December 1st 2024. In the will/trust it says..

Best way / place to invest RMD? Is a Roth possible?

Hi Terry, I am 69 ( recently laid off) and have a job offer for full time work with a..

Hi Terry, In your most recent article, you discussed advantages of donor funds and RMD’s. Question is: can contributions to..

Hi Terry, I just turned 65 and advised I had to start taking my pension payment at 65. I do..

Hi Terry, my question is this we just set up our trust (on our own). Now the bank needs the..

What annuity do you suggest using. I and my wife are 72 with about 3 million in savings. We own..

I have about $250K in Roth IRA, SEP IRA, reg IRA. I’ll be 70 in June. They have done very..

My husband, age 62 is so worried about the upcoming administration’s promises to take away social security & Medicare, that..

Good Day Terry. I just turned 65. Seasonal worker, April to November. How much money can I earn from payroll..

Terry, I am 73 and Fidelity has deposited my RMD into our checking account. Does Fidelity have to send the..

At age 77, I have a large traditional IRA. My goal is to convert this sum to a Roth account...

Terry, when do you turn in your W4-V for Social Security? When applying or after you start receiving benefits? Thank..

Sorry to bother you but I was wondering if you can recommend a legal firm that can help me in..

Can one create their own will. There are 2 children involved to a married couple.

Hi Terry My wife and I had our will drawn up by an attorney, a few years ago. We don’t..

Background: Married, retired. I’m 72, wife is 70. 2 adult married sons and 5 grandchildren, 8, 10, 15, 19 &..

Does all 401k accounts include Roth 401k accts for RMD calculation?