Financial Planning / Retirement Questions
Lady Bird Deed
It has been suggested that we put our house in a Lady Bird deed to avoid probate. Is this a..
Retirement Savings , I’m 63
Help , I am 63 years old and I have $28,000 in a Roth IRA from work and I invest..
Financial Adviser
What questions should I ask a Fiduciary Advisor before I hire?
Brokerage firm accounts
I am 63 years old, 8 years in to a 30 year mortgage, owing $466,000 @ 2.99%. The house is..
Late to invest
Hi Terry I appreciate your work and learn a lot! I am 65 yrs old plan on working 6-10 more..
401K rollover to standard IRA
Hi Terry, My name is Ivan and I have recently retired at age of 69. I have 401K from my..
Retirement Planning
I have $900,000 in my 401k through ADP RS Merrill Lynch. These funds are in American Funds 2030 Target Date..
Anuity questions
Hello. When i retire I will be getting a union pension and also have a anuity Whats the best way..
Investments at 65
I am 65 and currently have $1.5 million invested in the market to IRAs and 401 cases. I have an..
Retirement spending
I have about $750k in a 401k and about 391k in a pension. Will this be enough to live off..
Should I pay off my mortgage?
Should I pay off my mortgage? I’m inclined to think so but please check me on this. I would like..
Wealthramp Financial Advisor
I recently retired and thought it would be wise to seek out a financial advisor so I used Wealthramp and..
What alocation st/b: 72 y.o., $7700 mo net pensions, $525k IRA,
Age 72, single, F, get $7,700 net monthly guaranteed pensions & SS; mortgage $115k (10 yrs left on 15 yr..
Recommendation for an attorney to prepare a Will
I am looking for an attorney to assist me to prepare a Will. I also would like to work with..
Inherited IRA — STOP your brother from a huge mistake!!
Terry: l recently ran into a situation which you may like to write about in your column. Many people may..
Fidelity Wealth Advisor Solutions
My Fidelity Advisor suggested I use their Fidelity Wealth Advisor Solutions. Fidelity gets paid to make these referrals which makes..
Beneficiary Questions/Estate Planners
Good Morning. My financial advisor is my brother (sole sibling) with whom I have only had a “fiduciary” relationship for..
Rmds to get still working exception
I’m 75 years old still working at the same company for 45 years. We don’t have a 401k but was..
Pension “roll over”
My 45 year old son just received a pension pay out due to his company being bought & reorganized. The..
Retirement Benefits
I’m seriously considering taking my full Social Security retirement benefits right now at age 67 and putting most of the..
