Financial Planning / Retirement Questions

I’m over 70 yrs old, if I roll an IRA to a Roth, I understand the 5 year rule, and..

If I take ss benefits at 66 vs waiting until 70, I won’t be ” throwing out” around $ 136,000...

Hi Terry! I saw you on wGN this morning – I have a few problems- my husband doesn’t trust anyone..

I have a trust and will…I have used a high end firm in the city but am still confused as..

Hi Terry, My three questions are about my long time money manager who is a fiduciary. Our investments – including..

Hi Terry! Thanks for taking my email. I’m 35 yo. My debt consists of a mortgage of $229k at 4.65%..

Hi Terry : I listen to you on wgn radio chicago . I’m 65 and planning to retire at 66..

Hi Terry & team! Husband is soon to collect Soc. Security at 70 y.o. He is retired the past 5..

Hi Terry, Your columns are also extremely informative. I just want to clarify something. in your column from 3-27-19, you..

Can I convert amounts in excess of RMD to Roth even though I no loner have wage income? Also how..

Terry- We’re seeking your assistance in research associated with selecting a wealth manager. As you know there’s endless research material..

Hi Terry In today’s column the 3rd bullet point said “Take extra money out after retirement”. Take the money from..

I am 52 yrs. old and just inherited $600,000 plus some monthly income for 9 yrs. of around $6,200. Any..

My son is 26 years old with no 401k at work.his company gave him a plan illinois secure choice wich..

What is a non revocable living trust and is it a good idea to have this

Hi Terry I have been using a company to manage my investments. First I used Ric Edelman. Then I went..

Which Option would you recommend. I am married, and my husband has a good pension, he doesn’t need my pension..

Terry, when it comes time for the RMD distributions; can you simply have the distributions automatically transferred to a checking..

My wife and I are retired what is the best way and most reasonable way to leave are money to..

I am age 72 and still full time employed. My husband is 76 and retired. I contribute to a 457..