Financial Planning / Retirement Questions

Hi Terry, Years ago I got an autographed copy of The Savage Truth through KABC Radio in Los Angeles. Recently..

Kind of an question well below your expertise but got divorced several years ago and had to use my IRA..

I was understanding that there is a 10 year requirement to withdraw all the monies, my question is does that..

I listen to you on WGN. Here’s my question- I get 4663 pension and 2916 SSA (Gross) monthly. I’m having..

Hi Terry.. Read your article last Sunday in Tribune on Reverse Mortgage.. recently, our Financial Planner reviewed with my wife..

I used up my retirement through divorce, poor job market and poor decisions on my part. I’m in social security..

I am turning 66 1/2 on June 29, 2024. When would be the best time to file for social security...

My wife began SSA at 67. I waited until I turned 70 this January. I expected her to get 50%..

Hi Terry , Ive been told by friends that I can collect half of my deceased ex husbands social security..

Hi, I have a 45000 retirement pension that needs to be put somewhere else. Should I cash out and pay..

I will be 73 in April 2025 and will need to withdraw from my IRA. I have a 17,000.00 car..

My brother past a month ago (54) and named me and my other brother as the beneficiaries. He was not..

Hi Terry, what is a good amount to keep in a checking account? I am thinking of retiring soon and..

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..