Financial Planning / Retirement Questions

Hi Terry, I have listen to you on TV and radio and respect your opinion and advice. I am loaning..

Hi Terry. I have 40m in a 401k account at my old employer which cannot be transferred “in kind”. Once..

I will be 70 in October. I plan to apply for SS in June to begin my SS in October...

We have had Edward Jones for many years. Our agent is retiring so I was wondering about changing to a..

Hi Terry… I am 62 years old and am not planning on retiring soon. I have approx $90,000 coming from..

I am asking on behalf of a friend. She Is 61 years old and has MS. She worked for both..

Illinois has an estate tax with a graduated tax rate, and $4 million exemption and a graduated tax. My question..

Hi Terry, I am a 56 year old who is now on SSDI and I am officially retired from my..

I am 63 and started taking my social security 6 months ago. What must I do and what all entails..

Hi Terry, My husband and I have one child and I asked our financial advisor about putting our house in..

Hi Terry, Years ago I got an autographed copy of The Savage Truth through KABC Radio in Los Angeles. Recently..

Kind of an question well below your expertise but got divorced several years ago and had to use my IRA..

I was understanding that there is a 10 year requirement to withdraw all the monies, my question is does that..

I listen to you on WGN. Here’s my question- I get 4663 pension and 2916 SSA (Gross) monthly. I’m having..

Hi Terry.. Read your article last Sunday in Tribune on Reverse Mortgage.. recently, our Financial Planner reviewed with my wife..

I used up my retirement through divorce, poor job market and poor decisions on my part. I’m in social security..

I am turning 66 1/2 on June 29, 2024. When would be the best time to file for social security...

My wife began SSA at 67. I waited until I turned 70 this January. I expected her to get 50%..

Hi Terry , Ive been told by friends that I can collect half of my deceased ex husbands social security..

Hi, I have a 45000 retirement pension that needs to be put somewhere else. Should I cash out and pay..