Financial Planning / Retirement Questions

Hi Terry. I retired as a federal government employee with $1000000 in my thrift savings account. I moved all to..

I work for will county we’ve used nationwide for years to run our 457 plan we are now switching to..

Hi Terry, I am retired from the public sector & have 457 accounts, along with my pension, etc. I am..

Hi Terry, I watch you on WGN weekly and have asked a question or two to you in the past...

Hi Terry, I am single and will be turning 65 in September. I am in the processing of selling my..

I have about 30,000 in a Roth with only 2 different stocks. I am 72 years old and wondering should..

Hello Terry I just watched your video on Wills vs RLTs and found it very informative. thank you for doing..

67yr old still working. Hoping to retire this year. My 401 at work is with fidelity’s. I also have retirement..

Terry, thank you for your time. What does it mean to “fund” a trust? Can a 401(k) beneficiary be my..

If my husband and I have all our assets (property, bank, annuities)set up with Beneficiaries- TOD)do we still need to..

how much is the illinois probate Tax

should we establish a revocable trust if we have only 2 amd a half million dollars?

I love your news segment, as you always offer great advice and now I find myself needing some advice. My..

I am 72 and began SS at 65. Hubby began SS at 70. April 2025 he turned 73 and continues..

Hi Terry, My husband & I will acquire approximately $100,000 + soon through an inheritance. We are 70 and have..

Greetings Terry love your advice columns. My question is Roth IRA’S ARE THEY limited to certain income amounts? We just..

What is better to do? Take the distribution all at once or spread it out throughout the year. Thank you.

Hi Terry, On the library presentation last night, you briefly touched on the Illinois Estate Tax and referred to your..

Currently most of my investments are with a financial company as AUM. If one moves investments to fiduciary fee based..

Is it advisable to continue reinvesting stock dividends when you are up in age especially with the downturn of the..