Financial Planning / Retirement Questions

I am not yet 65, but take RMD every year since 2019 as a result of inheriting an IRA. Amounts..

Hello Terry, enjoyed your 60 minutes segment it was very informative. If I could ask a question, it’s in regards..

Friend out of work for 5 years. Worked for decades in landscaping and concrete. Cancer and other health issues made..

I’ll be 40 in February. I have a term life policy that will cover all debt and hopefully college tuition..

Just read your article on RMD’s. You said, calculations were based on the total of all retirement accounts held. Does..

I was the sole beneficiary of a friends Roth Ira. He passed away in December 2022. I am 11 years..

Hi terry. Are tbills safe to invest in? Iam 70 and have a 403b, should i withdrawal some and invest..

I have a daughter who is 37. Is there a book or web site I can give to her to..

Can my wife and I have a will drawn up by someone other than an attorney? Thank you.

My husband will be retiring in a year or so and we will be removing his 401K that is held..

Your advice provides information for moving money to different instruments depending on a situation. Such as I bonds, CDs, cash...

I have some funds in an IRA, can I move them to my husband’s HSA? Any benefits to this?

I am delaying taking social security retirement benefits until I reach 70 next June (birthday is not the first of..

Don’t have a question, but I do have a comment about your article that appeared in the Richmond Times Dispatch..

I am retiring in June 2024 from teaching in Illinois. Through TRS, one of the options is a one time..

Hubby and I have just over $200,000 in a savings account. We did have our money in a CD, but..

Is it possible to use RMDs from a 403(b) or a 401(k) for charitable giving in order to avoid paying..

Is it better to sell stocks with losses or gains in a traditional IRA to get enough cash for the..

I have a 457 plan and an IRA account. Can I take the entire rmd from just one account

I listened to your recent zoom talk sponsored through the Winnetka public library and found it very helpful. Is there..