Financial Planning / Retirement Questions

Hi Terry, I took my first RMD from an inherited IRA, and I don’t want to spend it. I’m 49...

GM. I’m retired and would like to know should I transfer all investments to fixed at this time. I’m thinking..

I have $27,895 in a pre-tax 403B Fidelity Account, my tax responsibilty is 20% [-5,579] I owe $25,447 to pay..

I hope I am more clear on my question this time. We are thinking about doing a Roth conversion on..

Hola! I’m resigning from the railroad in about 4 months after 20 years of service. I’ll be 59 in August...

Hi Terry…I listen to you on WGN and follow your website. I was divorced in 1990 with little to no..

My wife and I are over 70. I work part time and earned $11,000 federally taxable gross pay in 2024...

Our 401k is taking a beating, we are 74 & 70 years young, confused if we should invest in Real..

I am 60 years old widow and I am still working and would like to retire. I received my husband‘s..

My husband will turn 73 on June 1st. Can he withdraw his RMD now? Thank you

If I retire and start taking RMDs from my 401k, can I stop taking RMDs from that 401k if I..

Does it make any sense to pay the tax on a Roth conversion from an existing Roth account ? I..

Given current domestic uncertainty, what do you think best to handle RMD of TSP and do you think ROTH conversion..

I am turning 73 years old next year. Which means l have to start taking money out of this account.I..

My wife and I are in our second marriage. We both have adult children. If my wife dies before me,..

Is there a downside from taking the RMD money and putting it into a Roth IRA?

Terry, I am approaching 70 and retired. I have 300,000 in my company 401k that I should withdraw. What would..

Is now a bad time to start a roth IRA with the tariffs going on?

Hi Terry, given the financial situation, the markets, etc., in our country at the moment would you advise someone to..

I’m 68 and want to retire in 6 months. I just started getting social security but I have out had..