Financial Planning / Retirement Questions

my wife and i are 74 and live in our house with a mortgage of $100,000. We have $495,000 in..

My wife and I are both retired and in our mid seventies. Our house is all paid up and have..

Are there any changes in 2022 regarding RMD’s? Can I still use the table I’ve been using the last few..

Terry, I’ve been retired now for 4 years and have kept my money in the Fedelity 401K plan through my..

Those already receiving SS benefits will see a relatively large increase in 2022 due to inflation. I’m not yet receiving..

Is it worth working for another 5 years at age 70 to get a minimum pension from cook county school..

I heard rumors that there might be changes to the RMD requirement that for seniors who have $100,00 or less..

On May 2022 I will be 72 years old. I like to know when can start to take the RMD...

My wife was able to take social security equal to half of mine when she turned 66. She will be..

I am 71, my wife is 61. Should I die before her, what will she be entitled to with my..

I did one time roth conversion in 2020 tax year. It caused large tax bill that I expected but i..

Terry, I am age 67 and seriously considering retiring in appx. 6 months…would like to hang on longer but job..

My wife turns 65 May 31 four years before me. Her and I will still be on my union Insurance..

Hi Ms. Savage. After almost 34 years of employment, I was laid off in December of last year. I received..

Hi, we have $130K or 4 years left to pay off our mortgage. I am 69 and fully retired and..

I owe about $90k on my mortgage and I was considering paying it off. Should I payoff the mortgage or..

My husband and I are retirees depending on RRB and SS benefits for income. We own our home ($200K). From..

My wife has a 401a that is being discontinued. We are not sure what to do with the money and..

I’m 70 years old i get like $ 2000.00 a month from ssa & penson. I have $335,741.00 with j..

Hello I’m currently age 61 I hope to retire at my full retirement age of 67. I have a 401K..