Financial Planning / Retirement Questions

Hi, I turn 72 on Dec.19th of this year. Do I have to take the first mandatory distribution before the..

My wife and I financed our condo in joint tenancy, she died in 2021. I have 4 years on the..

Hi and thank you in advance. I’m agonizing over a choice I have to make about my pension. The decision..

Terry, I have 400k with a fiduciary. I’m 64 years old female. My home is worth 800k. I have NO..

Stopped working in May, bad situation with company 35 years at same company. collecting a pension, how much tax should..

Hello I had a 403B from my last job and they sent me paperwork to put it in an retirement..

I will be 70 in 10/23. I recently applied for benefits. An ind from SSA explained I have 3 options;..

Hello Terry, I’m sorry for this repeat question. I asked about a financial advisor and you gave me the name..

I am thinking about buying some property and want to know how much I can withdraw from my 401k without..

First thanks for all your advice. I have given my 3 daughters a copy of your book. In 2021 I..

In the process of setting up a revocable living trust. Attorney is requesting to change all life insurance and retirement..

I have $385,000 in my IRA and I’m 81 years old. My RMD is large and I wonder if the..

My husband of over 30 years passed away a few years ago when he was 57 and I was 56..

I’ve was married for 10 years and 6 months. We are divorced. Want to know if when she applies for..

Dear Terry, I am in a position where I think I can make some generous charitable donations this year. I..

Terry, I am a 58 road physician considering retirement. My wife and I have no debt and our sons are..

I’m retiring soon after working for the federal government, our 401k is called tsp. Should I keep my tsp money..

Hi Terry, our 401k money market is paying less than 2%. We are retired and want to protect our money,..

Hello Terry, We have encountered an unexpected expense.,Around $3000. We are retired,Should I cash in stock or take money from..

Hi Terry…I reached Full Retirement Age. Do I need to know anything before I apply to start receiving benefits? Thanks