Financial Planning / Retirement Questions
Roth IRA and 457 contribution?
Hello, I am a city of Chicago employee and am contribute the maximum I can into my 457 deferred compensation...
Retirement investment andwithdrawal advice
Terry, I am 75 years old and still working. I receive a good salary and very good benefits; however, I...
Tradional IRA rollovers and taxes
I rolled over a matured traditional IRA CD this past Oct., 2013 to a liquid cash IRA acct. I plan...
Am I doing enough for my retirement?
Dear Terry, I'm 51 yrs old and married with 2 sons in college. Right now I make 90k a year....
403B Plans
Terry Huge fan of yours, loved your book - a primer for my early retirement. Thank you! I consult/assist a...
63 & can’t get a job
I am a single, healthy 63 yr old with no family, so completely responsible for own financial well being. Fortunately...
Brokerage account into an IRA?
I have two accounts : A BROKERAGE AND RETIREMENT (IRA) Could I roll over the Brokerage to the ira? Terry...
Merging Tradionial IRAs
Hi Terry, can i merge 2 different traditional IRA's ( held at different banks ) together to make one account...
info from Jimbo’s show re taxation of social security benefits
Terry.... Caught you this morning on the Bohannon show, but need a little clarification. What was it you said about...
Sell stocks in this current high market
I am 82 yrs old and in low tax bracket...I like the dividends to pay some expenses. Should I sell...
Searching a qualified, trustworthy financial advisor for a woman retiree of early seventies
Are you also practicing as a personal financial advisor yourself? If not, could you recommend anyone of your caliber, in...
Retirement Planning Educitional Course – is it worth it?
Hi Terry, We keep receiving brochures for Retirement Planning Courses. They are always from Financial advisors and we were wondering...
Financial advisor need for senior
comments on Need a financial advisor for daughter ange said on January 3, 2014 at 9:16am, How wonderful that you...
Need a financial advisor for daughter
I am 85, just diagnosed with acute leukemia. I think my own affairs are OK, but my daughter who lives...
How much do I need in retirement
I attended your talk at the Economic Club of Southwest Michigan in October and you gave several web sites. I...
Retirement planning: use 40l(k) to pay off mortgage?
Have already retired (4 years; 64 years old) and still maintain a mortgage on my home. Recently refinanced (HARP) for...
2 accounts- single and ira
Hi, Terry, I have (2) separate accounts with Edward Jones- a single type account in which I hold individual stocks...
Selling Savings Bonds to help Granddaughter
Hi Terry, I am trying to figure out my income tax for 2013. I am an elderly widow, have combined...
Life expectancy
How long am I going to live? Terry Says: I appreciate your belief that I have this knowledge, but only...
retirement goal savings goal.
Terry, I am 36 years old with a wife and two kids who are under ten years of age. I...
