Ask an Advisor   Retirement


About the Retirement category (2)
Do I still need to put money in retirement accounts? Should I buy a house outright? (3)
Retirement planing confusion - how do I calculate what percentage I'm saving? (3)
Should I roll over my pension from a former employer? (3)
I am on long-term disability and have recently directly transferred my pension to an IRA account. Will this affect my disability payments? (3)
Can you help me organize my retirement savings between a Roth IRA, a 403(b), and also an account that I can use before retirement? (3)
How are RMDs calculated in 30-year T-bills since only interest can be withdrawn? (3)
If I take a lump sum early retirement payment, will the added income I receive from this affect my husband's monthly SSDI payments? (3)
I'll be changing jobs frequently. Where should I keep my retirement savings? (3)
Do I need to open a second solo 401K plan for my second business to maximize the total contribution for 2016? (3)
Am I on the right track financially? (3)
How much of my 401k should I rollover into Roth IRA? (3)
Selling a rental to pay off debt from closed business - is this a good idea? (3)
I am 62 1/2 and wish to retire at age 63. I have a Net Worth of $2.5MM, of which $1.5 is in an IRA or 401k, $350K in individual brokerage, $50K in cash. What do you think? (7)
How do I change the ownership on my annuity from my former employer? (3)
If my husband and I both have retirement accounts with our employers, what is the benefit of having an IRA? (3)
Presently all of our retirement savings is in tax deferred accounts. What should we do? (3)
My dad was diagnosed with stage 4 prostate cancer at 64 years of age and could no longer work. Was he eligible for Social Security? (3)
Can I still get vested after leaving a company if I don't touch the account? (4)
I am 62 and just filed to start early Social Security benefits. Did I do the right thing? (3)
I'm 57 and no retirement savings at this point. What is the best option for me to start saving? (4)
What's the best way to move government employer retirement funds (deferred compensation) and pension money? (3)
How can I get my Social Security in a lump sum payment? (4)
How do I retire early? (3)
How do I get a copy of my father's irrevocable trust? (3)
Is having an inherited IRA worth it if the fees are high? (3)
Once a spouse dies under a revocable spousal trust, can the surviving spouse change the designation of beneficiaries ? (2)
My company is being sold, so I have the opportunity to roll the funds in my retirement plan to another account. Is an IRA the best path? (4)
When I left my company I took my 401(k) money and invested it in 4 annuities through a financial advisor. How do I manage RMDs? (3)
My projected Social Security payment went down by $200 a month when I started to work part time. What should I do? (3)