Financial Planning / Retirement Questions

Hello Terry you said sell to the sleeping point. What is the sleeping point what does that mean? Thank you..

I am in the midst of 2 401k rollovers to a new IRA for my wife with the same place..

Hi Terry I am a recently widowed 59 year old with 2 teenagers. One is a sophomore in college and..

I have a sep ira. When do I have to start withdrawing money from my ira, is it at 70..

Hi Terry. We’re both 66, retired, but not receiving social security yet. We’ve been living off after-tax investments and therefore..

I am 73 and have been taking RMD funds for several years. I take them from my 401k and IRAs...

hi terry, I am currently 50 years old and plan on retiring in 5 to6 years, my 401k dropped about..

How do you start a Roth IRA?

Hi, am single, 66 yrs old, will work pt time ($25k yr) til 70, I contribute to job’s 403b. I..

I am 68 1/2 years old and planning on retiring Oct. 2021 . I have about $150,000.00 in my 457..

Hi Terry, I am really stumped about what is prudent to do at this juncture. I consolidated my retirement accounts..

I have an IRA, SOCIAL SECURITY, and pension. I am currently getting money from pension, suggests where to draw from..

I am going to receive $56,000 in pension funds and am still working at 59. What is the best way..

Hi Terry, Enjoy you immensely on WGN. I am 56, my husband is 63. We are planning to retire in..

I have 2/3 of my money in an insurance annuity firm : a big name! I was all set to..

My wife and I are retired. We are lucky enough to have 3 IRA’s and 2 – 401K’s and have..

I’m 66 and my IRA is in the fidelity Magellian fund. With the market nose diving this week should o..

Hi Ms. Savage, Excellent advice, as usual on the effects of the coronavirus, the Bull market/economy, and all investors. As..

Hello Terry, I will be at full retirement age (66) this month. I do not plan on working longer than..

I recently inherited a SEP/IRA plan from my mother who passed away last year at the age of 75. I..