Financial Planning / Retirement Questions

I’m 70.5 have a $100K pension. Can’t figure out how to decide between a lump sum distribution or a 10..

Currently 63; how should I manage the below for retirement at 67 1. Rollover IRA – Total Acct Val $80,835..

Hi Terry, I sooooo love your chats and playful banter with King John! I’m 69 and retired but still doing..

Good morning! I still have many of your columns I have cut out over the years and I am now..

I need a trust or will whatever you think is better or more secure I need to make one out..

My wife and I are 65 y/o. I am retired from the Chicago Fire Department with a public pension ,..

Hello Terry, Happy Holidays! I have a pension along with a 401K with my company. I’m retiring on February 3rd..

My wife and I will be 70 in 2026, retirement lump sum is calculated at 338,000, annuity is 2200/month at..

What can I expect to pay for revocable trust, power of attorney, and living will papers? Thank you.

Hello Terry- I have two questions about things in your Dec 7 column: (1) you said that estimated tax payments..

After 30 years my wife and I will have our house paid off. It’s 4 bedrooms and kids and grandkids..

Hi Terry. Happy Holidays to you and yours! My spouse is 65 and has a traditional IRA. Based on age,..

I will be 62 in September and retired from UPS last July. My pension is good around 4000.00 per month..

I am retired, living in Illinois and collecting a pension and social security. I am working a part time job..

Terry, read your story on chicken money! I have a retirement account with a broker who I haven’t spoken to..

I need an understanding of Trust funds. I am concerned. I need Trust funds explained from beginning to end. Who..

I’m 72 years old still working full-time and just switched from my 403B to a Roth because I have intention..

Our financial advisor is advising us to invest in structured notes. We really don’t know much about them. Can you..

Hi Terry I’m trying to reduce my AGI. Can I put 7k from my savings into a Traditional IRA and..

Do I need an attorney for this. Wanting to make sure that I have legal rights to my property.