Financial Planning / Retirement Questions

When it comes to RMD’s of your 401k accounts, if you have two accounts with different companies, do you have..

Can you please print an article about the subject of RMD’s in a future chicago tribune article or send me..

I Retired after 42 years at UPS end of June 2025 (I Retired even before I heard anything about buyouts)...

the one big beautiful bill act, i am already in the rmd phase, is this a good time to rollover..

Hi Terry my daughter is selling their home and buying another home. Looking to sell around $200K and she owes..

Hi Terry, I’m just recently divorced and am waiting on a $200,000 check from my ex-husband’s 401k. My brother wants..

Hi Terry. Do marital assets automatically pass to the surviving spouse after a death or do some have to be..

I am a healthy independent 78, single, no husband/partner, no children. My estate includes a paid-for condo, car, IRA’s, cd’s,..

Hi Terry, Love your walkup on Lisa’s show. I was laid off and my last day was 1/31/25. My last..

Hi Terry, My husband and I are currently working full time and collecting SS. Is anything changing in 2026 for..

I am selling a rental property and should net about $200,000. Should I pay off my personal mortgage of about..

I’ll be 60 in November and have about 1.75 million in 401/roth. I’m basically maxing out my 401k and getting..

When I turned 75 last September my life insurance became too costly to continue it. It would have gone from..

I am a 78 year old retired teacher receiving a pension and have plan F for insurance. My pension board..

Hi Terry, We recently sold some property, and we have about 1.5 million. My husband is 76 and retiring, and..

I currently have 7% tax taken out of my monthly SSI payment. I get $3019 per month. Should I have..

I am 78collect SS I would like to ask Jan to marry me,Jan is 72 she has Illinois teacher pension..

My husband and I set up a trust about 15 years ago. It included a will and medical instructions if..

On Wednesday June 25 you identified a source for information about Roth conversions on the John Williams show. It was..

Hi Terry I am 67 years old . Thinking of retiring next year , last year I moved a good..