Financial Planning / Retirement Questions

Per the podcast on your site, I don’t need to put my IRA into my revocable living trust. What happens,..

My company is terminating our pension plan and provides us three options. Lump sum, transfer to annuities and begin pension..

I’m 67. Just retired. I have a 401K from my former employer with 37,000 in it. How do I go..

My husband’s company was sold and the stock he had invested has been paid out. He received a very large..

After listening to you, I found a lawyer to create a trust for me. But, after listening to ‘friends talk..

Read your latest book and very concerned about filing for SS when I turn 70 next year, in part because..

Terry, I am70 Y/O and retired Firefighter. I have a home mortgage of $16,500.00 remaining at 3.25%. I am interested..

My dad was recently diagnosed with dementia and my sisters and I are in the process of assuming responsibility for..

Thank you in advance. My husband retired this past May . He is 70, I am almost 69.We have about..

I have substantial investments in 401Ks and other tax deferred accounts. I also receive a substantial monthly pension, such that..

My wife and I need to assign power of Attorney to each other. Do we need to consult a lawyer..

I’m 62. i’m changing jobs and was wondering how this will affect my social security benefits if my income is..

I’ve recently been declined for Social Security. I was for credit shy of becoming eligible. I am going to be..

Hi Terry….Thanks for your WGN time, wish I would have discovered you years ago. In a nutshell I am 60..

My husband and I are 63 and are looking to retire partially in 6 months and fully in 1.5 years...

If I were to take my Social security at age 62 (Im 61 now) and invested the money in my..

Hi Terry, I have $30K in a traditional 401K from a previous employer that I haven’t touched since I left..

I pay her taxes. What does she need to do to not pay taxes. She has SS and a very..

Hello, my mother is 93 years old. She is prepping to move her to a senior living facility. Estimate after..

Hi Terry, I am 56 y/o and will retire at 60. My husband is younger than me and I will..