Financial Planning / Retirement Questions

Hello Terry, I’m a 67 year old female retired. I Still have money in my company Deferred 457. I’m in..

We have 1.5 M in retirement portfolio. Want to retire this year, yes Corona year. I’ll be 63. We’ve lost..

Has there been any discussion on extending or postponing Required Minimum Distributions until a later date to give the markets..

I want to open an IRA and transfer my 401k from a previous employer that is in bonds into that..

My spouse and I are in our mid-thirties and we each have retirement plans through our jobs that we have..

My husband has a 403B that he no longer contributes to because he is with a different company and other..

I’m 80+ years old and rely a lot on my savings (most in an IRA) for income. RMD’s from IRA’s..

Can an IRA CD be transferred to a money market account when it comes due? I need it to pay..

My husband passed away last week. I have $100 savings bonds payable on death to me. Does the economic crisis..

I’m 65, retired and living on a DB pension (yay!). I’ve been supplementing my income by making modest withdrawals from..

Hi Terry I have 403b plan I’m 53 I do not contribute to it any more and I was wonder..

Is now the time to increase my 401K contributions?

Can I put a freeze on my 401k once I announce my intention to retire?

I have about 200k in index funds VgTAx and VITAX and some individual names, how can I move this into..

I am 64 years old and have an Individual IRA (approx. $450,000) with some stock index fund holdings. With the..

In 4 years we will need to take RMD’s. What can we do with the RMD dollars to minimize taxes?

Hi Terry, My parents left me 120,000. in American Funds, I haven’t done anything with the money since they passed...

I listen to you on WGN and always appreciate your advice. I am 72, retired and my funds are in..

When I retire soon, I’ll have a small pension of about $32k. Is it better to take that as a..

Hello my current retirement age is 67 I was thinking about retiring at 63 and get out early should I?..