Financial Planning / Retirement Questions

I keep reading that one must take RMDs starting at age 73, always with the caveat of “unless you are..

I called the rep handling my 401k. I was not able to redirect my RMD to my charity because it..

Hello Terry, I am a social worker (55 y old) a single mother who has some investments managed by a..

I was listening to you on WGN today (11.22.23). You were criticizing the Monte Carlo modeling analysis. Your point was..

I have phone stock in 5 different companies……the rate of return is very low ….should I sell & invest in..

My IRA allocation right now is 60 stocks 40 bonds im 67 what should my allocation be ?

I am 87, my wife is 82. No children. Net worth close to 3million. We live in Lake Forest &..

Terry, I have a personal female friend that is 54 years old . She has a 30 year old son..

Should an IRA account be placed in a Trust?

Hi Terry, I need help finding someone to help with back taxes. They are small amounts the government owes me...

I wonder if you could discuss the IRMAA “cliff” that folks can run afoul of, and how to avoid it.

I am 77 single female income Social Security. I have had Plan F (Blue Cross) since 2011.I was just listening..

My lawyer is telling me that even if I do a RLT for my house, I still should also have..

I am 73 years old. I’ve been collecting ss since I turned 70. How do I check to make sure..

Terry, I left my job and took my 401k and moved $8000 to a new 401k and took $9000 for..

I will retire in Oct 2024 and turn 65 in Nov 2024 What is the best way to invest my..

I am 88 years old and have $300,000 in IRA. Is there any way to reduce taxes?

I will be retiring from law enforcement in 2024 and will only have 15 years of pension. At retirement, I..

When I die will my ex wife be able to get my social security benefits?

I will be 73 next year when I will be required to take a yet to be determined minimum amount..