Financial Planning / Retirement Questions

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...

Should I have taxes taken out of my Social Security?

We took out a small loan from my husbands 401k earlier this year, it was about $1400. Husband is about..

I have approximately 300,000 in a 401 with my current employer. I will be 67 in December and not sure..

Hi Terry, wondering your thoughts regarding the Private Pension choice- lifetime annuity managed by Bank of New York Mellon insured..

Is there a best stage or time to take my Social Security benefits I hear a lot of 66 and..

My wife and I have acquired $1300000 in 401k, ira, and annuties. We hear at 72 we will have to..

Hello, I understand that I can take my RMD from my traditional IRA, annually, and put those funds into my..

My question or precisely my plea….I had been with my ex for over twenty years and we have a daughter..

At 70 years old is it wise to convert a large amount of IRA savings to a Roth account and..

I have several 401K plans. Do I roll them into my new 401K or a personal IRA?