Financial Planning / Retirement Questions

Having just sold my small business and on the cusp of retirement, I followed your advice and found an advisor..

I’m trying to move my IRA at Primerica to Vanguard. Primerica requires a Medallion signature guarantee (MSG) for this. My..

My partner and I (40 yrs) not married own a home together that is paid off and titled in both..

I’m 70.5 have a $100K pension. Can’t figure out how to decide between a lump sum distribution or a 10..

Currently 63; how should I manage the below for retirement at 67 1. Rollover IRA – Total Acct Val $80,835..

Hi Terry, I sooooo love your chats and playful banter with King John! I’m 69 and retired but still doing..

Good morning! I still have many of your columns I have cut out over the years and I am now..

I need a trust or will whatever you think is better or more secure I need to make one out..

My wife and I are 65 y/o. I am retired from the Chicago Fire Department with a public pension ,..

Hello Terry, Happy Holidays! I have a pension along with a 401K with my company. I’m retiring on February 3rd..

My wife and I will be 70 in 2026, retirement lump sum is calculated at 338,000, annuity is 2200/month at..

What can I expect to pay for revocable trust, power of attorney, and living will papers? Thank you.

Hello Terry- I have two questions about things in your Dec 7 column: (1) you said that estimated tax payments..

After 30 years my wife and I will have our house paid off. It’s 4 bedrooms and kids and grandkids..

Hi Terry. Happy Holidays to you and yours! My spouse is 65 and has a traditional IRA. Based on age,..

I will be 62 in September and retired from UPS last July. My pension is good around 4000.00 per month..

I am retired, living in Illinois and collecting a pension and social security. I am working a part time job..

Terry, read your story on chicken money! I have a retirement account with a broker who I haven’t spoken to..

I need an understanding of Trust funds. I am concerned. I need Trust funds explained from beginning to end. Who..

I’m 72 years old still working full-time and just switched from my 403B to a Roth because I have intention..