Financial Planning / Retirement Questions

Here is my scenario…husband starting with alzeimers, told by realators to sell home due to high mortgage, take whatever profit..

As an employee of a community college, who formally worked in the private sector, I would stand to benefit if..

My wife turns 73 in August, 2024. She has traditional IRA CD’s at two different banks on which I am..

Hello, I am about to retire in April from the fire department in Indiana. We have a pension program called..

My wife is 61, I’m soon to be 60. Our only child is a college Freshman. A few years ago..

I am 66 now and have $500,000.00 in a IRA. I have been converting $50,000.00 each year to a Roth..

Are you required to take the RMD if you are still employed full time?

I was born in July 1960. I heard you speaking with a caller on WGN Radio, John Williams show many..

Terry, thanks for your response on my previous question RMDs and a tax-deferred annuity. In the response, you mentioned to..

I’m 72 this year, 2024. I will need to take the Required Minimum Distribution (RMD) from an IRA soon. Is..

I’ve had my financial guy since Jan 2013….11 years. He handles my IRA/Roth IRA/investment accounts. At end of 2023 the..

I’ve been a self-employed artist for over 30 years now. And I’m beginning to see certain aspects in which I..

I am inheriting an ira with no basis where the decedent already started taking rmd’s. I am a sibling within..

Hi Terry In 2020 as part of my healthcare program, my insurance company offered a Healthy At Home Webcast Network..

My mother died and left paper series E savings bonds registered under her name and my adult daughter. All bonds..

All my accounts have PODs listed and my house has a TODI registered with the state of IL. My daughter..

Hello Terry, I am a 63-year-old single male. I do not have children and have one sibling and 2 nieces)...

Can an individual who is over 73 years old and taking RMDs, continue to transfer money from an IRA to..

My wife and I are considering a move to a retirement community, I am 76 and my wife is 74...

I messed up. My realtor friends said my house would sell in a minute. I bought another house- I rented..