Financial Planning / Retirement Questions

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?

We are a 70 yr. old couple with Husband battling Parkinsons Disease. Net Assets of $1.15mm including IRA and Home..

I received one of my ex husbands Brokerage accts and several IRAs in our 2021 divorce. Since I’m 70 yrs..

Hello Terry First, thank you so much for being so available to all of us who follow you, listen to..

74 with 7 figure portfolio.i am considering QLAC,However my financial advisor says Roth conversion would be better move.Any thoughts? Have..

My husband is 71 and started taking his Social security benefit last year. I’m 64 and did not work long..

I have just turned 70 and an still employed and plan to work most of next year at least. 1...

I recently retired and missed the 60 day window to transfer my pension to an IRA or investment account without..

My husband is 79, I am 77, married 56 years. He took his Social Security benefits at age 67, I..

I have a 401k account – I’m retired – will be 73 soon- luv the current stock market but also..

Hi Terry, I want to deposit cash every month for investing. First, some needs to be saved/invested for property taxes...

I am aged 77 with a large traditional IRA. Would you advise making Roth conversions annually within my tax bracket..

Hi Terry, Please share your thoughts: We occasionally take funds from our Traditional IRA(pay taxes) and move them into our..

I have a regular 401k plan through my job. I currently only work 10 hours per week, but still contribute...