Financial Planning / Retirement Questions

Hello Terry, I had asked you about taking my 401K money out of Vanguard at the recommendation of a friend...

Retired 7 years, 76 years old, widow 17 years still have my money in company 401K, take out my RMD..

Have 401 from Walmart is it OK to leave it there or put somewhere else

I am currently 72 and I’m looking at next year where I have to take my RMD. In my 20’s..

In your November 16, 2025 Orlando Sentinel column, you indicate that if one turns 73 in 2025, to avoid double..

Terry, great segments on channel 9. I have been receiving many communications from different financial planner indicating there are ways..

If someone who at 65 is on disability and sells their home, will the income from the sale kick them..

Many people say I need to go ahead and start rolling a percentage of 401 to Roth , before RMDs..

I heard you on WGN morning say when turning 73 to taking first one. We thought the age was 701/2…..

I really don’t have much in my 401K. It’s below $60K. In view of what our governmental policies look like,..

I have retirement plan at Walmart is it ok to leave it there

My husband and I have separate Living Trusts.Is one Living Family Trust better and why?

My wife died last year, our home was in her living trust with me as benificiary. will the new value..

Hi Terry we have a financial planner who has been doing our investments for the past 37 years. We are..

Hello Terry, I enjoy your segments on WGN, My question is, I have a 401K Plan with Vanguard, when I..

I am 62, my wife is 58, I have two kids (twins)at first year University and one going in in..

Hi, Terry, I’m retired and 78 years old, can I rollover my RMD to my Roth IRA if I don’t..

My husband(69 yo) has never paid into SS as he worked for Cook County. His Monthly pension is $6300. I..

I am 63 and have been retired for 5 years now. I want to transfer/or 403 savings into something’s else...

If I have a Trust for the family, do I still need a POA and/or MPOA?