Financial Planning / Retirement Questions

I turned 72 in December 2022. Do I need to take an RMD by April 1st of 2023 ??

I have a mutual fund account that is not a IRA, can I sell it then transfer it to IRA..

I heard you on WGN today answering question about a $30,000 (I think) windfall and you advised the person put..

My husband passed. His name on checking still. I want my niece to be executor/beneficiary. Do I have checks printed..

I handle my moms accounts. She is 86 years young. She has 2 mil in stocks/ bonds with UBS. They..

I have three ira accounts with various amounts in them, none have made much interest. I do want to combine..

I have a financial adviser that started out as my CPA (for my business and person) year ago. Over the..

Is the goal to pay off my mortgage before I retire ? If I do that or try I won’t..

My son’s company has just offered the option of contributing to a Roth IRA. He has been with the company..

Hi Terry, I am a daily WGN radio listener and, at your advice, am finally sitting down to purchase Treasure..

Hello Terry! my wife and I are finally planning to get wills, trusts, and estate planning started. Is it fair..

I only have 9,000 left in my IRA and would like to do a few updates in our townhome, do..

I have been receiving social security since turned 70 I am now 73 and my wife is 63 can she..

I am 62 years old and opened a Roth IRA in the late 1990’s. I would like to make some..

Hi Terry. I am retiring in June 2023 (age 65-1/2) my husband retires on may 1, 2023 (age 66-1/2) I..

Is it ever a good idea to suspend a 401K contribution? My employer has never contributed to it, and I..

Hi Terry, I was just recently made aware of the TODI, and would like to know the benefits/risks of using..

Can you direct me to books/sites/materials so that I might plan efficiently? I feel I need a plan before reaching..

Good morning, Terry! First of all, I enjoy watching and listening to your advice on WGN! I worked on our..

Hi Do I need a Will is both of my children are 50/50 stated on my house deed & my..