Financial Planning / Retirement Questions

I am 64 my wife is 58 her social security benefits will be higher than mine can I start collecting..

On the assumption that the RMD for 2020 would be taxed, I contributed a substantial amount of QCDs to cover..

I have a 457 account with the State of Ohio. If I request a distribution I was told the securities..

I am the beneficiary of my aunts IRA she passed this month. I am 67 yrs of age and would..

I’M 70 YEARS OLD AND HAVE $40,000.00 SITTING IN 401K FROM MY LAST EMPLOYER. wHAT AND[ HOW DO I go..

Could recommend a fee only retirement planner near Lombard, Il. ? Zip Code 60148. Thank you! ????

I am a 55 year old woman, with nothing, literally nothing! No 401K, no real estate, no savings. For a..

You said Randy Brun was one of your favorite financial planners, but I thought flat fee charging was bad because..

Hi, Terry. We took your advise and contacted a Fiduciary planner. I called Randy Bruns at Modelwealth. He looked over..

Hi Terry. I’ve been retired for approximately 3 months and I’m 67 years old age. I’m going to take my..

Since seniors do not have to take an RMD this year, I am thinking of taking money from my IRA..

I have a lot in an IRA. I am 68 retired. Married. Our income is approx 40k, from our SSI..

Hi Terry, I hope you are safe and all is well. I’m writing to you about my wife’s cousin. She..

I am 65 and recently retired, bought my house in 1990 have refinanced twice and currently at 3.75 %. I..

My father is nearly 60 and is trying to determine whether it is a sound financial decision to pull from..

Hi Terry, Thank you so much for what you do. What is the cost range for good financial plan from..

I’m 72. For the first time EVER, my ss check was reduced by $45/mo even though there was a 1.6%..

Hi Terry, I’ve been putting together informational guides for the kids to access when we’re both gone. I know that..

Terry, I’ve been listening to, watching and reading your work for years. I was a lawyer with Tribune Media for..

We are currently both 68 years old. Our 401K is in the Russell 2000 at 75% stocks. I am very..