Financial Planning / Retirement Questions

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?

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..