Financial Planning / Retirement Questions

I am 65, I am closing a small 401K about $13K. Would it be a good idea to put that..

We’re close to retirement with just under 300,000.00 in a 403b. We’re not sure what we should do with it..

After my husband died, I did a trust and everything financially I do is under the trust as my two..

My sister in law died in 2017 and left an IRA to my wife. My wife died at age 78..

I have 2 annuities from my company. should i take out the full amount and put it somewhere on my..

I am turning age 70 in mid-September of this year. Will start SS benefit starting October 1, life only option...

Hi, I have multiple 401k accounts from previous employers that are each performing differently. I want to transfer everything to..

Hi ! I sent you a question on 04/06/2024 you did reply. I sent an answer to your questions to..

I turned 73 last month and have 2 IRAs in 2 different brokerage firms. Can I just take 1 RMD..

Hi My sister will be 65 in July. She applied for early SS and was approved and they said deposits..

I’m moving forward with a contractor to do some repairs and updates. I have funds in my checking account to..

I recently rolled my $100,000 457B into Golden & Silver. It’s now being held for me in a traditional IRA...

Other than gifting, what else can one do if we are getting close to 4Mil each.

I am 74 yr old and still working full-time at a University. I have 125K in a 403B TIAA account...

I am 64 years old, I plan to retire in 1-2 years and I have about $1M in my work..

Hello Terry! We have always enjoyed you and your column. Here is my question: What is the difference between a..

Hi Terry, xx I have a Living Trust and when I opened a Treasury Direct Account for my I Bonds,..

The small company I worked for just started a simple IRA a couple years ago. I am maxing out at..

The WGN show on 4/30 mentioned a list of trusted estate attorneys. We need our 20 year old trusts updated..

Hi Terry, I have been told a 401K is a great way to accumulate retirement savings but, not a great..