Financial Planning / Retirement Questions

Hi Terry, My husband and I need to get going on writing a will. We don’t have lawyer and don’t..

Hi Terry, I will turn 73 in 2026 so my RMD will be due based on year end statements from..

I’m getting a pension from Illinois municipal retirement fund. I also did a volunteer contribution to a savings account where..

If we are making annual Roth conversions within our tax bracket (age 77) – what should those monies be best..

Terry, I read your piece in the Richmond Times Dispatch this morning and was surprised that you did not mention..

I’m 75. I had a life insurance policy for my daughter’s benefit until this past September. They were upping my..

I read an article in the USA Today saying that the 60/40 stocks:bonds asset allocation is back in favor. I..

I inherited an IRA from my wife in 2022 who inherited it from her sister in 2017. Am I under..

I’m 68 years old and I’ve had a Roth IRA since 2012. My financial advisor tells me that any money..

What is a Stat Trust and should I use one if I am a widow to protect my money from..

I have a 401k with a former employer. I’m currently working part-time with a different employer due to physical disabilities..

I am a single senior / homeowner ( won’t be paid off till I’m 82 !!)Was laid off 1 year..

My stock broker would like a copy of our will-what for I don’t know-isn’t that kind of personal?

Terry my son left his last job where he had a 401K. His new job does not. What does he..

I have an annuity and and Ira contributory account. I turned 73 in august and need to decide regarding RMDs...

I am retired and on Medicare. I have a Health Savings Account with a balance in excess of $20,000. It..

Hi Terry, my husband and I are in our mid 60’s, retired, good pensions, no debt. I was wondering how..

I am a 68-year-old woman and my husband is a 69-year-old man. I retired at age 65 but my husband..

My wife is 64 and she has a medical condition with a life expectancy of 5 to 9 years. Do..

We are retired, 79yrs old and wonder can we move money from our IRA into a ROTH?