Financial Planning / Retirement Questions

You have defined chicken money, as money that you cannot afford to lose. I am now semi-retired, and was worried..

Good morning Terry, first of all I’d like to thank you for the wonderful advice that you give to millions..

Hi, I was let go from a job after 41 years. I have a small 401k and, probably should move..

Terry, I’m 75, married with an Edward Jones account totaling $190 k . One is a TOD, joint tenants ...

Based on a recent episode I would like to get clarification on working part-time while taking Social Security. Would I..

Hi Ms. Savage, I’ve watched you on television for years and enjoy your reports. My concern is retirement savings. There..

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..