Financial Planning / Retirement Questions

Hi Terry, I just turned 60 and am vaguely aware that there are things that one should be doing at..

Our financial consultant is saying that we need an annuity to provide income when we retire. I am 62 and..

Hi Terry. I am 66 and on social security . i have about 75 thousand dollars in my 401 k..

I am new to the personal finance sphere and discovered my educator 403b with Corebridge has a weighted expense charge..

I opened treasury direct as a sole owner. what advantage is there to adding my wife as a secondary or..

I work for Chicago public school I’m 56. I have a pension. But I’m leaving for another job do I..

You said something about moving them where today? If your tired of losing money. Im 65 and retired.

Ms. Savage, i retired from federal service 12/31/22. i have savings and my TSP. Your thoughts on whether to take..

Hi Terry! I am a 69 year old retired firefighter/paramedic. My wife and I each have a pension and are..

My spouse is 62 and I’m 80. Our financial advisor is suggesting that my wife purchase this insurance policy that..

Terry, My wife and I have about 400K in an IRA with a fiduciary here in AZ. We are unhappy..

Hi Terry – Next year I will have to take my RMD since I’ll be 73. Over the last few..

Daughter (50) and Son-in-law (49) have IMRF Pensions in Illinois. He is eligible to take pension in Sept. 2024. Have..

what is the web site you recommend to MAXIMIZE my Social Security? I tried that but too many choices show..

I am 71, still working part-time. I have my IRA with Fidelity. I contribute the maximum each year, My nondeductible..

My Wealthramp advisor said yes it is a money market fund for T bills. He said he just checked and..

The markets are so bad. Any chance we won’t have to take our RMD?

Hi Terry, I Love Love Love listening to you on John Williams and Lisa Dents shows. I needed to retire..

Hello. I have just retired with a pension from IMRF. I now need to decide whether to take a lifetime..

DO THE ANNUAL RETIREMENT WIHTDRAWAL SUMS RECIEVED AS PAYMENTS FROM AN ANNUITY ORIGINALLY PURCHSED WITH 401/IRA FUNDS COUNT AS RMD..