Financial Planning / Retirement Questions

My husband passed in 2013 and I am beneficiary of his retirement account. Do I need to take RMD’s starting..

What type/s of adviser/s do I need for guidance with home & asset & pension options to transfer to my..

I’m 65yrs old retired IL state government employee earning a pension and collecting Social Security benefits since the age of..

I have a trust and want my daughters to split my bank acct. if I pass. the banker said I..

I am on my third financial advisor. I had managed my own money all my life and got to a..

My wife and I have IRA’s with Edward Jones with a combined total of approximately $360,000.00. With Government pensions and..

I am 66 years old. I get $7200 net a month from my pension. I have a 503B with Ameriprise..

Terry, we are having trouble finding a financial planner/retirement specialist for us normal people! Most seem to require a minimum..

I have approximately $1 million in my portfolio. I am 78 years old and I would like to distribute approximately..

I am retiring in one month and need to make a decision on whether to rollover $68k Pension into a..

I’m 61 and have been on SSDI for 10 years after breaking my back in 3 places, and am considered..

Are Roth IRA beneficiaries who are younger than 59 and a half subject to the 10% early withdrawal tax?

I read your newspaper article about RMDs and how to calculate them but forgot to save the article to refer..

retired 3 months ago. Have a company 401k. ( part is roth ). Was thinking to move to my privately..

I have about $2,050,000 saved and will be 64 shortly. I make around $290,000 with bonus. Given the tax rates..

Terry, l am 76 years old and in great health, married but no living family. l have at least one..

Hi Terry, My mother is 98 and in fairly good health except for some hearing loss and dementia. She lives..

Dear Terry First of all, thank you so much for your online presence and the wealth (haha) of info you..

I want to pay my house off before I retire. What is my best option? Ready to retire now, in..

Terry, you offered advice in the past, and I am in need of guidance again. I am 75 and on..