Financial Planning / Retirement Questions

My wife works for university in Chicago. Has money in a Fidelity 403b account. She’s 55yrs retiring in 7yrs. Should..

If my wife and I give a gift of equity of, let’s say $150,000 to our daughter when selling our..

As an 80 year old retiree in Illinois I have two questions/concerns: (1) Presently the State of Illinois does not..

I am a recently retired 68 years old I am wondering what I should do with my 401k money around..

I want to set up accounts, 401k or Roth IRA, not sure what kind, for my daughter and son with..

Is it true that the IRS/Govt. ruled that the usual required IRA distribution for those over 701/2 will not be..

Terry I tried to call on John Williams’ show and didn’t get through. I have an ALLY $230K cd that..

Hi Terry, thanks so much for what you do. I’m 65 my wife is 60. I work full time in..

I’m 60, just retired, and currently have 401k, Roth 401k, IRA and Roth IRA. Only about 10% of total retirement..

We have a Prudential annuity purchased through Alliant Credit Union 7 years ago. When we decided to take distibutions we..

I took out a loan on my 401k. Now due to the Cares Act, I can withdraw up to the..

Hi Terry! I hope you are able to answer my question…my husband and I are buying a house in Indiana(..

Why are payroll taxes due on a Non Qualified Pension Plan

Hi Terry, I am thinking of buying a Condo in Florida as a winter home. My husband and I are..

I have been retired for many years not and have been using the RMD (Vanguard) for several years. As I..

Hello I have an 457(b) Deferred Compensation account through my employer already. I want to know if I can open..

Hi Terry I am 60 years old and have no retirement or savings I have been working in the automotive..

Terry, I’m 72, I took my RMD in January, 2020. I don’t want to return my RMD to my traditional..

I would like to know where to start,… want to invest $10,000 so overwhelmed with where to go

What’s your opinion on annuity investments in general? I have about 100k that I want to diversify I’m 59. The..