Financial Planning / Retirement Questions

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..

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..