Financial Planning / Retirement Questions

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..

Saw you on WGN the other morning and you said it might be time to sell the I Bonds bought..

If I take SS benefits now while applying for Medicare would be $600.00 if I wait til age 70 I..

My husband and I have been with our financial advisor, who worked for Waddell and Reed, for 20 years. We..

In your June, 2022 column on rollovers, you mention that I can only do one rollover/year. Can you clarify –..

Hello, thank you for taking my question. I told my daughter I would give her $30,000 towards her wedding since..

I have an approximately $18,000 401k that I no longer am contributing to due to my employer now offering a..

I have a 401K from my former employer with $17,900 in it however Fidelity says that only $12,500 is actually..

Hi Terry, after seen one of your video’s, It got me thinking. I started a living will with LegalZoom and..

I am receiving a fairly generous pension and have a large sum of money in a deferred comp. fund. My..

I have transferred my IRA from LPL to Schwab. No problem. I am now attempting to transfer my Investment account,..

Hello Terry, I really enjoy your segments on WGN, I often see you refer people to the NFCC. I was..

Hi Terry, I have been blessed to be named beneficiary of estates from my grandmother, aunt and uncle. This included..

I turn 72 in December of this year. Am I needing to start taking mandatory distributions by the end of..