Financial Planning / Retirement Questions

Here’s the scenario I’ve not seen this addressed before. Single 45 yo female, single mom will not be married before..

I do the tax returns for my father-in-law, who is a 95 year old World War Two veteran. While living..

My wife and I have prepared for retirement throughout our working years and are enjoying a very comfortable life style...

I’m 62 I retired after 29yrs from my job should I close out my deferred comp and hand it over..

I’m 55 and married, 3 kids in college with good Scholarships, house paid off, no car payments, zero debts. I..

Is a 457 plan considered the same as an IRA when it comes to RMDs and if so can the..

Finding a reliable financial advisor.

I have $56000.00 CD that I started for my son when he was two. He is now 42, working, married..

I have a pension and 401k The pension has a balance close to 500k and the 401 has a balance..

I want to open an IRA I am 58 y/o and I don’t have one. I collect a small pension,..

I am wanting a financial advisor to look over all our investments and give advice on if good , allocation..

Should I pay off my mortgage with some of my retirement funds? I think I heard you say in your..

My wife and i are 74 years old and we owe $96,000 on our house. The question i have is..

I retired 6 months ago. Although it was my choice to use a professional manager, now that I am retired,..

Hi Terry: My wife and I each have IRA’s in our own names. What happens if the other person passes?..

Hi Terry! My mother, who just turned 60, has been self employed most of her life and doesn’t really have..

hi Terry ,my ira is invested in a annuity with an insurance co. it has been there 5 yrs.earning 2%..

My husbands retiring at 79 on 12/31/21. We received an amount of approximately 446,000 from my husbands mothers estate over..

I am 67, retired, collecting Social Security and a pension – total monthly income from these at $5100. My wife..

I am retired and only have social security as income, can I convert my traditional ira into my existing Roth..