Financial Planning / Retirement Questions

Hello, Terry. I have $50,000 matured E savings bonds and have to take $15, 000 RMDs. I’d like to get..

I’m 70 years old and have a retirement fund at work although it is not a 401(k) it’s mutual funds..

My husband passed away in 2013. I am still working but was hoping to collect his SS. At what age..

Hi Terry, My Mom and Dad were married for 32 years. They got divorced in 2010. He remarried and she..

We have 2 children. Our will specifies that our estate will be divided equally between the 2. Do we need..

Hi Terry! I bought and ran the Maximize my SS program you recommend, however, I don’t know how to read..

Terry, I am about to retire and have a 401(k) account with T. Rowe Price and am considering rolling over..

I am 57 and retired with full Illinois Teacher Retirement Pension at age 55. Soon after I retired I rolled..

Hello I retired with a pension at age 59 and was rehired as a contractor and still working. My pension..

I decided to take my deceased husbands SS (so not lost) until I reach age of 70; I am 67..

I know you always state to delay retirement to age 70 for the maximum SSI benefit. My question is this?..

Terry, we met once in a medical office years ago when you were accompanying your mother! That being said, I..

Hello, My husband pasted away 6.5 years ago. He was 59 (born in 1957) and I was 55 (born in..

I retired in 2014. My 401K has 57.8% in Target Retirement 2020 Fund and 47.2% in Blackrock U.S. Equity Index...

Hi Terry, After reading your column “Is Social Security going broke?” I wonder if I should stick with my plan..

my husband thinks we should start collecting (we will both be 67 this year) and putting it away for retirement..

My Mother In Law has land in Mississippi that she needs to sell, she just keeps telling us that she..

I’m VERY concerned about this debt ceiling. I was thinking of moving some of my retirement (annuity) to a CD..

Terry, I turned 65 last March, I am thinking about taking my pension December of 2023. As owner of the..

I’m concerned about both my traditional and Roth IRAs with Merrill Lynch. It seems they charge fees comparable to any/all..