Financial Planning / Retirement Questions

I’m filling out a designation of beneficiary form for my Morgan Stanley IRA and the form says Naming my revocable..

Hello Terry, I listen to you in WGN, and I hope you can help with this question. My husband retired..

My ups stock keeps going down and as of March22,2015 I had a market value of $22,000. As of today..

What do I do? I am 66 years old. I get $7200 net a month from my pension. I have..

My husband and I are setting up a revocable trust. There are mixed answers on naming or not naming the..

I am retired and still have 180,000 in my company 401k.Should I leave it there or move some or all..

I am 65 and still working full time. I have my 401K through my employer and my portfolio is at..

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..