Financial Planning / Retirement Questions

My mom passed away last August. I have not received a 1099 for her SS benefits. I went on line..

My wife and I are both 62. We are both not working. I plan to wait until FRA (67+) or..

My daughter is starting her career in her post graduate job. She has a company 401K with the maximum contribution...

My dad lives out of the country now am I able to collect his 401k for him?

Terry, I withdrew 90,000 in July(2020) to buy a lake house (a 2nd home). One of our neighbors offer to..

How to find out your Social Security benefits. My husband and I are 58 Years old and would like to..

I am grateful to receive a corporate bonus this year. I have a 401(k) through my employer. Should I “turn..

Which free e filing system should I use for federal and state of California filing for my sister, deceased as..

I have just turned 59 and am currently negotiating divorce settlement (with counsel). I have been married for 21 years...

IRA. Received letter stating 70 and a half must take minium RE: IRA .Received letter stating 70 and half has..

Hello I am 57. I have roughly $300,00 in a company defined contribution plan. I own 2 rental houses. I..

My husband lost his job after 42 years the beginning of January for not meeting the company’s performance objectives. He..

Hi Terry, I wonder if the IRS will not require RMD’s again in 2021 like they did in 2020? Heard..

Should I have a will or a trust made? And what is the difference between the two?

Re subject: is donating available cash better, or a stock that has a large unrealized gain? Thanks

What are the tax penalties to take an early withdrawal from an Ira

Terry, I turn 67 this year and plan to retire at year-end. Modest amount in 401K, decent home equity and..

Hi Terry, we are 68 years old; last year we started taking GLWB (guaranteed lifetime withdrawal benefit) distribution on a..

I’m 70 years old with 68 year old wife. We want out of stocks. Is fixed annuity safe and suitable..

Hi Terry, My son is 44 , single and never married , should he do a will and other documents..