Financial Planning / Retirement Questions

My husband was a union member for 34 years until he retired early with an "earned" disability. Though I had..

In 2 years I will need to begin to take my Required Minimum Distribution, where is the safest place to..

I am 71 years old and recently retired. I have money in a 401K that a financial adviser suggests putting..

Hi Terry, You had responded back in January of this year to a question I had about paying off my..

A while ago you were kind enough to enable us to have a list of necessary information for my will..

I am the executor of my friends estate and was beneficiary of all assets when she passed . Due to..

Im 60 yrs old and no longer work for the company i had a ira with though edward jones i..

Hi, Terry. I am in the process of transferring several IRA accounts, as each one reaches maturity, from a bank..

Hello Ms. Savage. My wife & I are big fans. Been following your advice for years. Your are so knowledgeable...

In 2006 my mom did not have health insurance & ended up with congestive heart failure & needed open heart..

My husband and I are retired and have approximately $1.4 million in IRA/retirement funds. Our home has value of $500,000..

I'm 75 and retired. I have about $650K in a Roth and $98K in an IRA. My wife (age 73)..

I worked at a very large company in a middle management type of position for many years. About a year..

Hi Terry, I'm sixty-three years old and have been retired for two years plus from the railroad (43yrs). I have..

Dear Terry, My 2 children are my IRA beneficiaries. If I die will they have to pay taxes on the..

I heard your comments on this on WGN. My husband passed away a year ago. I had all of his..

My parents (93 & 94) living in a 55+ community are needing to move to an assisted living facility. Is..

Dear Terry, Next year I and my wife will begin taking required minimum distributions from our traditional IRAs. Can we..

Could you please elaborate a little more on your paragraph "take a portion of your rollover money", specifically regarding rmds?..

My wife (age 73) and I (soon to be 73) are in fairly good health (although my short term memory..