Financial Planning / Retirement Questions

I have a ROTH , traditional IRA ,and taxable mutual fund with Vanguard . I would like to start managing..

It possible to withdraw traditional Ira money to pay long term memory care facility, with out a penalty? My sister..

I am an 80 year old man, never married, with no immediate family of my own. I have a sizeable..

I have had my IRA account with a brokerage since I retired in 2000. My beginning amount was $410,000. Now..

I’m 69. I Started to collect SS at 66 and 2 months. I was married for 10 years and then..

Upon my death & with a RLT that includes all the ‘bells & whistles’ (aka, named successor trustee, POA for..

I’m 64 retired worked for municipality 40 yrs. I receive a pention & ss. My wife 59 still working for..

I own a house in Austin Tx worth 600k. want to sell to daughter for 400k, after payoff ill have..

Dear Terry, I wanted to ask you your opinion on financial advisor fees and also when do you know, when..

I live and worked in IL. Two years ago, I turned 64, retired, and began receiving two private pensions. Wages..

I have $12,000 in Baxter stock..want to sell ..hung on to it to long… broker said get S&P 500…small amount..

Can you recommend an online Will and Revocable Living Trust site that allows me to create these documents without hiring..

A few years ago we had an attorney prepare a joint trust. I’m somewhat overwhelmed by all the responsibility and..

I have $500,000 in an IRA I need to withdraw $25,000 out of it this coming tax year. $ 300,000..

My husband is still working. He will be 70 tomorrow and will get his 1st social security check in the..

Is it correct that is a child is listed as a beneficiary in a 401(k), IRA or Brokerage investment account,..

I have a condo in my name only and would like to add my daughter. Would it be easier to..

My Heloc is 75k, my IRA and 401K can pay this, will i pay penalty is taking out the money?..

Simple question but haven people answering it. When you pass away, who is the first person you family should contact,..

The best lawyers that handle Will and trust, how do I find them?