Financial Planning / Retirement Questions

Terry, I just received notice that my 2023 Form 5498 was available from Vanguard. I turned 73 this year (2024)..

Hi Terry, I’m 68 retired and have a 401 from my ex-employer that I haven’t touched. It is back to..

What should I do to protect my finances after saving for 50 years when husband diagnosed with dementia?

We keep hearing that Social Security will run out of money and that we may face reduced benefits. My husband..

My kids bought me the SS book that you and Larry put out, however, I couldn’t find the answer to..

As a successor beneficiary of a stock portfolio registered in a revocable trust,how report on tax returns

65 yrs, retired, drawing medicare, have ira from work, roth, small stock portfolio what else should i have as standard..

I am 65, I am closing a small 401K about $13K. Would it be a good idea to put that..

We’re close to retirement with just under 300,000.00 in a 403b. We’re not sure what we should do with it..

After my husband died, I did a trust and everything financially I do is under the trust as my two..

My sister in law died in 2017 and left an IRA to my wife. My wife died at age 78..

I have 2 annuities from my company. should i take out the full amount and put it somewhere on my..

I am turning age 70 in mid-September of this year. Will start SS benefit starting October 1, life only option...

Hi, I have multiple 401k accounts from previous employers that are each performing differently. I want to transfer everything to..

Hi ! I sent you a question on 04/06/2024 you did reply. I sent an answer to your questions to..

I turned 73 last month and have 2 IRAs in 2 different brokerage firms. Can I just take 1 RMD..

Hi My sister will be 65 in July. She applied for early SS and was approved and they said deposits..

I’m moving forward with a contractor to do some repairs and updates. I have funds in my checking account to..

I recently rolled my $100,000 457B into Golden & Silver. It’s now being held for me in a traditional IRA...

Other than gifting, what else can one do if we are getting close to 4Mil each.