Financial Planning / Retirement Questions

Tell me what portion of my RMD, gross or net amount is included in my MAGI? What portion of my..

Do I need both of the above?

Hi . I have a 401 k account with a company I have separated with. I am 59 and on..

I added my three daughters to deed of my house will they have to pay inheritance tax when they sell..

Can / should we contribute to our present IRA’s? We are both retired teachers with small pensions, and Social Security..

can I close out my IRA in one transaction ? I have both taxable and non taxable income in my..

My wife and I are 70 years old. We have a will, health directive, power of attorney and executor of..

Hi Terry! I have an account with Fidelity ($700K) that I control and one with Apollon Wealth ($500K) that they..

Hi Terry, My mother passed away in January of this year. My brother, sister, and I each inherited her IRA,..

I turned 73 this year, I am still woking and get a pension & S/S so I believe that I..

If I give to my to adult children 1million dollars out of my 401/403 and fill out a 709 report..

I have saved for many years as you recommended your listeners on WGN today. I can’t spend it all in..

I am 78 w/ ~ 1.5 M combined in savings, stocks, IRA and a Roth. I live on Social Security..

Best plan for retirement thru my daughter’s filing – she is one person 1099 works for Dr. earns about $175k-..

With the passing of the SS Fairness Act my monthly SS payment went up from $315/mo to $924/mo. I also..

Hello I’m 63single and retired. I have mortgage of $98k @ 6.87 % . I have the money to pay..

Terry, Hope you had a blessed Thanksgiving I heard you hosted! At 69 & still working I can’t make any..

Good morning Miss Savage, listen to you for a long time back in Chicago. You’re my financial guru.. I’ve come..

Sometime back, you mentioned the best final Will or Trust to get. I don’t recall what you referred to the..

My father passed away in April 2025 and did not take his RMD on his IRA in 2025. His IRA..