Financial Planning / Retirement Questions

I turned 73 last month and have 2 IRAs in 2 different brokerage firms. Can I just take 1 RMD..

Hi My sister will be 65 in July. She applied for early SS and was approved and they said deposits..

I’m moving forward with a contractor to do some repairs and updates. I have funds in my checking account to..

I recently rolled my $100,000 457B into Golden & Silver. It’s now being held for me in a traditional IRA...

Other than gifting, what else can one do if we are getting close to 4Mil each.

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..