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Financial Planning / Retirement Questions

survivor benefits from social security

I will be collecting my late husband’s social security since it is higher than mine. It is my understanding that..

Illinois Estate Tax

Example – say my wife and I have 5 million estate in joint owers w/right of survivor. When one of..

RMD

Can I put RMD amount to my IRA account. I can save taxes

social security impacted by home sale

My husband is 75 and did receive a SS payment of $1641 a month. I am 73 and did receive..

RMD

Turning 72 in August of this year (2022). Have a 401K. When must I start taking out from my money..

Investing

My 38 year old daughter is getting a personal injury settlement. There will be $75,000 that she wants to keep..

money

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