Financial Planning / Retirement Questions

I’m 69 and my husband is 77. I’m so worried about the plunging stock market and we hate to panic..

Is there a safe place to move my deferred comp without incurring taxes so I do not loose everything? Currently..

I will be 66 in July and haven’t worked in 5 years. I’m thinking of applying for SS this year,..

With the market dropping severely, is this a good time for a Roth conversion, since a larger percentage of my..

if I am self employed and want to take SS before my full retirement age is my income net of..

Where do I go to find a reliable, honest and competent financial advisor?

Would it be wise to stop putting into my 401K right now u til things get better so not to..

Hi Terry, I took my first RMD from an inherited IRA, and I don’t want to spend it. I’m 49...

GM. I’m retired and would like to know should I transfer all investments to fixed at this time. I’m thinking..

I have $27,895 in a pre-tax 403B Fidelity Account, my tax responsibilty is 20% [-5,579] I owe $25,447 to pay..

I hope I am more clear on my question this time. We are thinking about doing a Roth conversion on..

Hola! I’m resigning from the railroad in about 4 months after 20 years of service. I’ll be 59 in August...

Hi Terry…I listen to you on WGN and follow your website. I was divorced in 1990 with little to no..

My wife and I are over 70. I work part time and earned $11,000 federally taxable gross pay in 2024...

Our 401k is taking a beating, we are 74 & 70 years young, confused if we should invest in Real..

I am 60 years old widow and I am still working and would like to retire. I received my husband‘s..

My husband will turn 73 on June 1st. Can he withdraw his RMD now? Thank you

If I retire and start taking RMDs from my 401k, can I stop taking RMDs from that 401k if I..

Does it make any sense to pay the tax on a Roth conversion from an existing Roth account ? I..

Given current domestic uncertainty, what do you think best to handle RMD of TSP and do you think ROTH conversion..