Financial Planning / Retirement Questions

I retired in 2019. I receive $100.00 per month pension from my ex-employer, which amounts to $1,200.00 per year. I..

Terry, I will turn 73 at the end of February 2024 and I will work full time. Am I required..

My husband and I have a 19 year old son. We have a will created when he was an infant...

Social security is charging me Part D IRMAA but I am not enrolled in Part D. I have a Medicare..

My financial advisor (Fairhaven Wealth) is a fiduciary and charges 1% annually..at 1/4% per quarter..is that 1/4% determined by my..

Can I still invest in a HSA, I am turning 65 in May & who do I talk to about..

I put in $6,000 into an IRA or ROTH account with bmo bank and after 1 year and made $32.49..

Hello . At 59 1/2 what is the penalty to withdraw from my 401k? Is it 10 or 20 percent?..

We are retired, and taking social security at age 69. We have a substantial amount in 401K savings, the bulk..

Here is my scenario…husband starting with alzeimers, told by realators to sell home due to high mortgage, take whatever profit..

As an employee of a community college, who formally worked in the private sector, I would stand to benefit if..

My wife turns 73 in August, 2024. She has traditional IRA CD’s at two different banks on which I am..

Hello, I am about to retire in April from the fire department in Indiana. We have a pension program called..

My wife is 61, I’m soon to be 60. Our only child is a college Freshman. A few years ago..

I am 66 now and have $500,000.00 in a IRA. I have been converting $50,000.00 each year to a Roth..

Are you required to take the RMD if you are still employed full time?

I was born in July 1960. I heard you speaking with a caller on WGN Radio, John Williams show many..

Terry, thanks for your response on my previous question RMDs and a tax-deferred annuity. In the response, you mentioned to..

I’m 72 this year, 2024. I will need to take the Required Minimum Distribution (RMD) from an IRA soon. Is..

I’ve had my financial guy since Jan 2013….11 years. He handles my IRA/Roth IRA/investment accounts. At end of 2023 the..