Financial Planning / Retirement Questions

Is trust needed to be updated if no other changes needed from original 2001 date? If so can a Financial..

Last year I didn’t have taxes taken out of my SS for 10 months. When I filed my income tax,..

My wife’s company may be going public. We live near Chicago. We are conservative. I’m 71 retired worked 80hrs 45..

i have 500000 in 401 is it advisable to convert to roth i have annual i come 200000 per year..

Terry: I listen to you on WGN radio with John Williams and enjoy your sage advice and benefit from your..

I don’t own much , my boyfriend and I own 2 cars that are 19 years old and a mobile..

hi Terry, my wife and I are 60 years old. She quit her job as a cosmetologist and has a..

Good day Terry! My question is how are taxes applied when making a withdraw from a Roth. For discussion let..

how do I find your article on ROTH Conversions

Is it a good idea to pay the IRA to Roth conversion be paid in cash. Thanks.

I’m 72 years old & very concerned about my money I’m losing with this war going on. Should my Advisor..

I am 64, have $36k in a 457b and wanted to know if I should put in a tax free..

I read your column in the Tribune religiously and trust your advice and perspective. Can you recommend an expert on..

I was approved for an Equity line of credit through with my mortgage company. The loan amount was for $50,000.00..

I just read your recommendations to avoid inheriting a financial mess in our local paper. We have a Ladybird Deed..

What is your opinion on online services such as trustandwill.com or legalzoom.com for basic estate planning documents?

I am sure other families have the same dilemma. Our trust was set up before the newer rules for IRA’s..

Hello Terry. My Mom who is 94 and I have enjoyed listening to you over the years on WGN radio..

I may have about 35k from a very kind Aunt. My Mortgage is about 59k 5.90% car loan 22k 5.84%...

I’m 70 years old. No children. I have a net cash value insurance policy worth $17,000. Is there any downside..