Financial Planning / Retirement Questions

I am 70. Two years ago I took $15000 from my IRA. I paid tax on the withdrawal and showed..

Fidelity charges 0.945% advising fee on my portfolio. Is that reasonable? Should I try the wealthramp that you have talked..

Terry, My birthday is June 14, 1958. My FRA is 66 and 8 months. When should I apply and what..

Love your segments on WGN, my wife and I are retired and both work part time. She’s paid very well..

Is it true that I can combine IRA values to calculate the RMD? I turn 73 in November. Two IRAs..

Will retire in Jan 2025. All my assets ( $400,000)are in my 401K. Is an annuity a good option for..

She has just left teaching and now has a new job in a non profit. I appreciate any advice you..

1. Would I be better off taking funds from above & putting funds in T Bills. I do take my..

My birthday is December 21, 1952 Do I have to take money out in 2025 or start April of 2026?

We have a recommendation from an Advisor to open a Nevada Trust rather than an Illinois Trust. Stating that each..

Your thoughts plz – housing dilemma. I’m 68, single, retired, good financial shape. Healthwise, no major issues. On Medicare, not..

Terry, I understand from hearing you on the radio you are not a big fan of target funds. I retired..

Terry , I would like to know if a Wealthramp advisor could totally manage an account as well as give..

My husband passed away last year. I was compelled to access his IRA last year to cover his medical expenses...

Hi Terry, We will be receiving a large sum of money soon. In the area of 600,000.00. I am wondering..

Hi Terry, I always enjoy watching your segments WGN! I was hoping you can point my wife and I in..

Dear Terry, I’m over 50, work part time and have a Roth IRA. Does my income amount from working need..

My husband died 18 months ago. I retired shortly before he died. I receive a pension from my employment and..

We are a married couple age 60. We are looking for a financial planner to walk us through the next..

It was a pleasure meeting you last week at the emerge Financial Health conference at the Marriott .I sent a..