Financial Planning / Retirement Questions

I made numerous financial mistakes and need to get some personal financial consultations regarding several topics including: 2 years ago,..

Planning to retire in two years and currently my tsp investment is 75 percent in c fund and 25 percent..

I have been collecting my deceased husbands social security since I turned 60. I remarried when I was 64. Can..

My wife has two IRA’s from which we have been tasking RMW. One account is her Betty own IRA the..

I will owe Medicare 587.00 by March 2025 due to higher income ( my husband is still working) in 2023...

I am a retired 75 year old federal employee currently receiving a CSRS annual pension of $136,000. I retired with..

Hi Terry, I will be turning 70 in January of 2026. Do I apply to start collecting in January of..

My union pension is ready to be drawn down now and they are offering a lump sum of 26K in..

Hi Terry, I’m in good financial shape for retirement, but I’m wondering about the best way to set up withdrawals..

I’m a US Postal Inspector, who retired at the mandatory age of 57. I haven’t touched my TSP funds since..

i have gifted a small commeracial bldg (35oo sq ft) to a family memaber this year– do i fill out..

Hi Terry, A little bit of info before my question. I recently retired, am single and have sizeable assets that..

I’m a single woman in my late 50s making just under $100K a year. I’ve just begun contributing 8% to..

Hi Terry. Thank you for taking my question. I am 70 and retired this past July. I took my Social..

Hello Terry, I will be 70 in May. My friend told me to wait until July to file for social..

I was recently let go from a company I had been at for almost 20 years. I was given somewhat..

Terry, if my husband and I have already contributed the maximum amount to our Roth, can we still covert some..

I am confused re:the gift rule. I recently inherited money when my brother passed away. I would like to pass..

I am 78 years old and my portfolio is valued at 260,000 plus I ve call my financial adviser and..

I’m going to turn 65 in a few months. Where should I roll over my 401(k) too for the most..