Financial Planning / Retirement Questions

I live in Baltimore county, maryland. What are the names of law firms to establish a Rlt. thank you Terry...

Can I make IRA contribution if no wages were earned last year? (Am single, 63, live on deceased husband's pension,...

Are there advantages in having a trust over a will? Terry Says:  The advantage is in having a REVOCABLE LIVING...

Where to withdraw add'l income: reverse mortgage or variable annuity? Our only income is social security and an IRA annuity....

I am 64 years old and retired from the educational system. I receive a monthly pension from the California State...

I worked for a company for 20yrs. Then they shut down I've been working at another company for 10yrs and...

Hey, I'm 45 with 146k in a 401k and 1700.00 in pensions per month accumulated so far. Is it fair...

My father passed away in March of 2014, and my mother (82 years old) was the beneficiary of his one-time...

what would you suggest for investments any reputable for stable ?hybrid annuities? any help would be appreciated! i do mean...

My wife is eager to put money from our savings into Roth IRAs. Given that I am 67, retired, and...

Terry, You mentioned on WGN Radio with Bob and Marianne if you delay taking Social Security benefits the monthly payment...

Hi Terry. My wife is a teacher. She has her own social security benefit through education, but has also worked...

i am 62 i have as of now my lump sum i am taking to invest i see you dont...

I am 72 and have lost my job in November 2014. When do I have to take my first RMD?...

Hi Terry, I am seeking more tax diversification for my retirement account and want to gain more Roth exposure. Is...

As part of a high school graduation present I wanted to start either an IRA or a ROTH IRA for...

How is a pension buyout calculated? Terry Says:  The actuary for the company and the pension fund determines the "present...

As I get closer to retirement - At this time, I am a full-time employee, (71) years old, but plan...

I am a 73 year old active female. I keep busy and love to travel. Should I buy Long Term...

Hi Terry, Both of my parents are living and just sold their home (only asset). How should they invest their...