Financial Planning / Retirement Questions

I am 74 yr old and still working full-time at a University. I have 125K in a 403B TIAA account...

I am 64 years old, I plan to retire in 1-2 years and I have about $1M in my work..

Hello Terry! We have always enjoyed you and your column. Here is my question: What is the difference between a..

Hi Terry, xx I have a Living Trust and when I opened a Treasury Direct Account for my I Bonds,..

The small company I worked for just started a simple IRA a couple years ago. I am maxing out at..

The WGN show on 4/30 mentioned a list of trusted estate attorneys. We need our 20 year old trusts updated..

Hi Terry, I have been told a 401K is a great way to accumulate retirement savings but, not a great..

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..