Financial Planning / Retirement Questions

Terry, My employer is offering 401K plan (unmatched). While I’m disappointed that my employer doesn’t offer any match, contributing to..

Would it be better to withdraw from 401k and wait till 70 for social security ? Thanks

In your November 9, 2020 article in the Chicago Tribune you said that you can find a link to your..

I have a 401k and pension, but I am considering buying an ETF. I am retired but not on social..

What’s the best way to leave money for your grand children. We have a trust for our children but no..

Would like to withdraw money from a 401(k) What taxes will be applied to the withdrawal ? What is the..

Should I onvert all my IRA to a Roth & pay taxes & Medicare IRMA? Will put me in 24%..

What states currently do not tax income or pension?

My company is pressing me to work beyond my scheduled retirement by more than 6 months. I am tempted to..

In your presentation at Uline you said to setup a Revocable trust. Is it not better to setup an Irrevocable..

Am 65 yrs old and still working. I have $ 850,000 in my TSP (100% in the S&P 500), $..

Terry we are thinking about retiring soon and we have been able to keep our adjusted gross income down yearly..

My wife was laid off/retired from a job at a big oil company in the area and is now faced..

I will be 70 in August, 2021. I am currently employed as an Executive with a mid-size company in which..

What is the best way to leave a financial planner of several years?

I have a 401k from a former employer that I am rolling over to an IRA somewhere else. What is..

Hi Terry, I’ve been a school bus driver for over 20 year’s. First company I worked for offered an IMRF..

I am thinking about retiring I have profit shares about 200.000 how do I go about rolling this over so..

I will be turning 65 on February 27th. I am not collecting social security yet. If I am understanding the..

I’m 63. Do I withdrawal social security now or wait until 67 or even 70! The problem is I have..