Financial Planning / Retirement Questions

Would like to withdraw money from a 401(k) What taxes will be applied to the withdrawal ? What is the..

Should I onvert all my IRA to a Roth & pay taxes & Medicare IRMA? Will put me in 24%..

What states currently do not tax income or pension?

My company is pressing me to work beyond my scheduled retirement by more than 6 months. I am tempted to..

In your presentation at Uline you said to setup a Revocable trust. Is it not better to setup an Irrevocable..

Am 65 yrs old and still working. I have $ 850,000 in my TSP (100% in the S&P 500), $..

Terry we are thinking about retiring soon and we have been able to keep our adjusted gross income down yearly..

My wife was laid off/retired from a job at a big oil company in the area and is now faced..

I will be 70 in August, 2021. I am currently employed as an Executive with a mid-size company in which..

What is the best way to leave a financial planner of several years?

I have a 401k from a former employer that I am rolling over to an IRA somewhere else. What is..

Hi Terry, I’ve been a school bus driver for over 20 year’s. First company I worked for offered an IMRF..

I am thinking about retiring I have profit shares about 200.000 how do I go about rolling this over so..

I will be turning 65 on February 27th. I am not collecting social security yet. If I am understanding the..

I’m 63. Do I withdrawal social security now or wait until 67 or even 70! The problem is I have..

Hi Terry. My question is my job offers 401k through my union, is it a good idea to get the..

Hi Terry. I currently deal with a so-called “robo advisor” at Vanguard. He is actually a CFP personal financial advisor..

Is the withholding tax deducted after the medicare insurance is taken out of the payment or before? It looks like..

I am 66, still working making about $66,000. I started claiming my survivor’s benefits (husband, died 6 yrs ago). I..

Current working with a financial planner associated with Schwab. He has done a lot in terms of consolidating our accounts...