Financial Planning / Retirement Questions

My wife is retiring and gets a Pension of about $70K year. Should this funding be put in an annuity..

IF I DO NOT TAKE THE 2020 RMD WILL I BE REQUIRED TO WITHDRAWL IT IN 2021 ALONG WITH 2021..

Hi, I enjoy your segments on WGN . My question is with the passage of the CARE Act, I have..

Hi Terry, I know that RMDs on Traditional IRAs for 2020 have been eliminated but I’m not sure if RMDs..

I’m retired and have a 401(k) with Fidelity through my former employer. My first ever RMD was last year, but..

I heard that we can reduce the amount taken from our IRAs to help offset declines. What is the percentage..

I have about 35K (declining daily) left in my traditional IRA “2025 Retirement diversified mix” account that I rolled over..

I am retired, can I use my cash to invest in a 2019 IRA Roth?

I left a part-time job at Macy’s 10 years ago with a small 401k, that I converted to a Roth..

I herd you on WGN Can you give me the details on the new RMD is not required for 2020...

WGN ran out of time for my text to WGN this morning. May I move my RMD taken in Feb..

You mentioned on WGN radio today that, as part of the coronavirus/financial crisis, the federal government has said that we..

Hi, My job ended 12-31-2019. I am 61 yrs old. My previous job asking me to move this money! I..

I heard part of you statement on deferring this years RMD fromIRA accounts. Who and how do you contact to..

I have a 457b Plan through my government employer. I am 65 years of age and want to work two..

With the stock market down I am thinking of converting my IRA’s is this a good time to do that.

As I watch my 401K plan savings drop, I have to wonder if it wouldn’t be better to take that..

I just received POA over my husband’s Traditional IRA in Fidelity. He is incapacitated healthwize. It is presently in class..

Company is changing ownership and the fund is closing. Since I am not an active employee I am being told..

I’m 62 and retired about 6 months ago with a comfortable investment portfolio and cash reserves. I’ve been working with..