Financial Planning / Retirement Questions

I heard that due to the IRS rate tables changing, the lump sum payout option is going to take a..

I am not sure of the rules. Do I have 10 years to take all of the account? Do I..

Hello Terry, I am interested in Treasury bonds but know only a little about them. My wife and I are..

Terri: We are married, ages 64 and 68. We are well off. Both retired. We have a broad mix of..

Hi Terry, My wife and I have 50-60k we’d like to invest for 3-5 years. What advice would you give..

Morgan Stanley informed me of an imminent RMD $8000. I’m losing over 14% in all investments with them. Why should..

Hi terry, thanks for your service!!! I have a beneficiary IRA from my mother when she passed. It is getting..

Hi Terry, I work full time. My wife is retired. We are in the 24% tax bracket and are both..

Hi Terry, I listen to you on WGN radio often and always appreciate your clear and wise advise. I realize..

Terry, my company was acquired my esop stock and my savings combined are enough for me to retire early. If..

Hello Terry, I have a 401K from a previous employer and a 403(b) with my current employer. My current employer..

Greetings Terry, I’ve started drawing a military retirement at age 60. I’m still working civilian wise. I’m 61 , about..

Tried this several times but won’t go through. Giving it one last shot. I’m 71 and sending money to QCD..

Terry, I am employed by a school district and contribute to a 403b. I have the opportunity to contribute up..

Please forward me the Personal Financial Organizer. Thank you.

Who is your source for reviewing and claiming social security benefits, especially for surviving spouse? I understand that there may..

I recently sold my family home and have $100K of family inheritance funds to invest. Not sure what I should..

Hi Terry! Have been a fan and watch you for decades! Makes us old! Lol I’m still working, age 70,..

My husband retired in 2021 and I have been the higher earning spouse. My full retirement age is November of..

Saw about it in the paper. Went to your web site. Did a search for the form. Found in preparing..