Financial Planning / Retirement Questions

Hello Terry, I have the opportunity to take a lump sum payout of a pension from a previous employer. My..

My son received his brothers IRA upon his death . He rolled it over into an IRA he wants to..

I inherited and IRA from my dad when he passed away; do I have to take the yearly disbursement or..

Hi Terry I am a single 55 year old with a pension from a previous employer currently at under $10k...

At age 43 about how much should I have saved up in total (401K + IRA + Savings + ect….)..

Terry – recently on the WGN Morning News you made it sound like taking social security at 62 was a..

Hi Terry, I’ve been working for a small business for the last 15 yrs that does not offer a 401..

Hi Terry coming up to age 59 1/2. Would it be wise to pay off my mortgage with part of..

If an IRA or 401k goes to beneficiary upon death and should not be included in a revocable trust, couldn’t..

Hi, I will be 67 in October and am working full time. I contribute to my 401K and contribute enough..

I recently dropped the percentage of withdrawel to my 401k to accelerate the payment of a debt from emergency work..

Hi Terry, I am 63, recently retired. Our household expenses are covered by my husbands investments, which are substantial. I..

I have $100,00.00 in my TSP account, 60% in the 2050 and 40% in the S fund. I withdraw $800.00..

Hello Terry, My wife and I have about 1.3 million in our retirement accounts. We are currently with a private..

So I retired at 64, I have a 401(k) from my company have not started withdrawing yet I did take..

My mom is 96 and has several big C.D’s due in September. Since we don’t need the money at the..

Should you consider all living expenses when you set aside 3 to 6 months cash on hand? Is it 3,..

Hi Terry, I agree that it’s been a good long run for stocks. I am 71 and owe $15,000 on..

Hi Terry, I turn 70 in September, 2019. I understand that I need to start taking my MRD’s in April..

It seems my pension fund is in trouble and losing money for the past ten years . It looks like..