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Oct 07, 2014

Q&A: When to Rollover 401(k)?

Ric Edelman answers a question about when a couple 6 months from retirement should rollover their workplace 401(k)s into IRAs.

Apr 30, 2015

Q&A: Ready for Early Retirement?

Ric Edelman answers a question from someone facing early retirement and feels better off than most, but afraid to learn how little there might be to live on.

Mar 25, 2015

Q&A: Roth IRA Conversions and Taxes

Ric Edelman answers a question regarding if IRAs should be converted to Roth IRAs to save money on taxes, and provides other information to be aware of.

Aug 03, 2015

Q&A: Should You Set Up a Special Needs Trust?

Ric Edelman helps a family by answering a question on if setting up a special needs trust is advisable because of their daughter’s medical condition.

May 08, 2013

Q&A: Lump Sum or Monthly Payments?

Question: I’m in a labor union and wondering whether it’s better to take my upcoming pension in monthly payments or as a single lump sum. I’ve read some

Feb 25, 2015

Q&A: Roth Rollover Review

Financial advisor Ric Edelman answers a question on when a Roth 457 should be rolled over to a Roth IRA, and eligibility to make catch-up contributions.

Jul 25, 2018

Q&A: Take Social Security Now or Later?

Ric Edelman explains what you need to do to decide whether you should take Social Security now or later.

Aug 03, 2018

Q&A: What to Do With Your Required Minimum Distribution

Question: I’m 70 years old and will need to take my first required distribution soon. I don’t need the money — at least I don’t foresee needing it — so I’m looking at it as money that will go to my children, who are in their...

Jan 11, 2016

Q&A: Should I Move IRA Money Into a QLAC?

Q&A: Should I Move IRA Money into a QLAC? Ric Edelman discusses if moving money from an IRA into a QLAC is a good financial move.

Feb 10, 2016

Q&A: Getting a Mortgage in Retirement

retirement mortgage, getting a mortgage in retirement Ric Edelman answers a question about how to obtain a mortgage in retirement and why it might be better to get a mortgage before you retire.