Financial Planning / Retirement Questions

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..

I have a little over $100,000. in a TSP account with the Post Office. I put in about 15yrs before..

Hello Terry, You have been helpful to me in the past. My mother who had dementia is now deceased. Her..

Can a payment from an annuitized annuity be applied to satisfy your total yearly RMDs?

What do you think about the Schwab Intelligent Advisory? They keep a lot of cash in the portfolio. I am..

Hi Terry, We’ve just paid off our mortgage! Now what? Any suggestions for what we should do now, a year..

Hi Terry….listen to you all the time on Steve Bertrand’s show! I’am presently with Benjamin F. Edwards & co. ….started..

recently, I heard you on WHP 580 AM Radio with Tim Decker Host of Finanical Freedom Radio Show ( Harrisburg..