Financial Planning / Retirement Questions

Terry, we are having trouble finding a financial planner/retirement specialist for us normal people! Most seem to require a minimum..

I have approximately $1 million in my portfolio. I am 78 years old and I would like to distribute approximately..

I am retiring in one month and need to make a decision on whether to rollover $68k Pension into a..

I’m 61 and have been on SSDI for 10 years after breaking my back in 3 places, and am considered..

Are Roth IRA beneficiaries who are younger than 59 and a half subject to the 10% early withdrawal tax?

I read your newspaper article about RMDs and how to calculate them but forgot to save the article to refer..

retired 3 months ago. Have a company 401k. ( part is roth ). Was thinking to move to my privately..

I have about $2,050,000 saved and will be 64 shortly. I make around $290,000 with bonus. Given the tax rates..

Terry, l am 76 years old and in great health, married but no living family. l have at least one..

Hi Terry, My mother is 98 and in fairly good health except for some hearing loss and dementia. She lives..

Dear Terry First of all, thank you so much for your online presence and the wealth (haha) of info you..

I want to pay my house off before I retire. What is my best option? Ready to retire now, in..

Terry, you offered advice in the past, and I am in need of guidance again. I am 75 and on..

I filed for S.S. Benefits on my 69th birthday (3-yr. delay) I have been collecting monthly S.S. benefits for 10..

Hi Terry , I’ve been retired for almost 8 years. I spent 38 years working in the railroad industry and..

4% has been an adopted 401 withdrawal forever. I am 75. I have been withdrawing $4000 a month from my..

Can you use maximize my social security one time or do you have to use it annually?

I’m 64 years old and plan to retire just after I turn 65 (in 11 months). My huband an I..

This is multiple choice question! I am sure answer will be different depending on my age and circumstances. We are..

I am retiring in Jan 2025 and will receive a sizeable amount of deferred income in June 2025; can I..