Financial Planning / Retirement Questions

Do I need an attorney for this. Wanting to make sure that I have legal rights to my property.

Is there any hope for me? My husband and I, both in our 60s, have almost no savings for retirement..

Hi, Terry, you are such a gem! My question: I retired 2 years ago and I was with a Lincoln..

Hi Terry – My S-Corp business has had two very slow years in a row and as a result my..

Hi Terry, We read your book, The Savage Truth on Money, and are interested in money management using the app..

What are your thoughts on the Defined Outcome ETFs (or Buffer ETFs)? We are nearing retirement (in 2-5 years) and..

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-..