Financial Planning / Retirement Questions

Dear Ms. Savage, My sister and I inherited (50%/50%) our older sister’s Fidelity 401K. She passed away 12/23 and was..

Terry, We want to make a contribution to our son’s Roth IRA for tax year 2023. I understand max for..

My husband is 65 and working, I am 64 and have opted for early SS at 62 . We have..

Hello. Would you please clarify whether someone can be forced out of their home if they use a reverse mortgage?..

When my husband passed away our accounts(maybe 403-B’s) were put together into one IRA account for me. I thought is..

Hi Terry, Listener on John Williams , I am at full retirement age 66 & 6 Months still working earning..

I signed up for social security at the age of 62. My birthday is May 20, 1959. I called Social..

I am planning on retiring end of 2025. I have a 401K with my employer and would like to invest..

My elderly mother has given her ss# and signature to strangers. We froze her credit. She has large balances in..

Greetings Terry, my wife’s employer ( a hospital not to be mentioned by name) is terminating their pension plan. We..

Terry – love listening to you on WGN! I have a couple of questions that relate to my fear of..

Just an FYI per your conversation on WGN. My husband’s last social security payment was held back. SS did not..

Hi Terry, Going to people who can help with Wills and Living trusts, who can you go to where it..

My wife just died no kids ! What should I do going forward . Most money is in cd’s and..

I’m 68+ and think I’m ready to retire. I have 375k in 401k . Thinking of rollover ? Do I..

So my question is can I take my social security now and when my husband dies can I transfer over..

Hi, Terry – my husband and I came into a large sum of money, and would like some guidance on..

My Mom died on Feb. 22, she received her s.s. benefit on Mar.1st by direct deposit. On Mar. 27th they..

Is it better to have a IUL or 401k and what is the difference between the two

Hi Terry, I am a 60 year old union ironworker, getting ready to retire at 62. I’d like to get..