Financial Planning / Retirement Questions

Hello Terry. I’ve been doing a Ira to Roth conversion for a few years. Can I do a conversion in..

HI Terry, enjoy your columns and listening to you on the radio. Is $10,000/yr a normal fee to manage my..

Can you recommend a company for life insurance? And a company that I can talk to for financial advice? We..

My husband passed away in March and I now have the option of rolling over his IRAs into my name...

I am 65 and thinking of retiring in the next year or so. I currently contribute 20% of my salary..

Hello Terry, I have a small amount in my IRA. Can you please advise if I can move it or..

Love you and love listening to you on WGN. I’m 71, and inherited Fidelity IRA from my Mother in 2019...

So I am 77 and have some money. Wrote one annuity to leave it to 5 Grandkids. But if one..

For year 2022, a U.S. citizen is allowed to give maximum $16,000 without any tax or financial penalty to as..

How long does it take to transfer money from one Roth to another. By request, I received some forms from..

Our current financial advisor has switch our accounts to Woodbury. I’ve done some research and I don’t like what read..

I just retired from cta I am almost 63 should I collect from ssa at age 63 I feel comfortable..

I recently read your response to “Social Security HUGE MISTAKE” April 16, 2022. I started SS in February of this..

Hi Terry What is the best option when it comes to setting up a trust fund What I want to..

Hi Terry! I’m getting ready to leave my job and head to law school. I have about $50k in a..

Regarding at what age to take SS . Aren’t the schedule of payments based on actuarial tables? So the government..

Hi. My wife and I expect to start taking monthly distributions from our 401K in about 3 years. I’ll be..

Hi Terry, My son is 30 years old. Although he is gainfully employed, he has not worked for any business..

I am retired from a college I am on social security I want to take my pension how will that..

Hi Terry, would you be able to point me in the right direction towards a financial advisor in Port St...