Financial Planning / Retirement Questions

Hi. I’m 71 and my wife is 72. Our IRA cd s came due at our bank in oct. of..

We are trying to explain why it is a good idea to gift money to children, both parents are soon..

Hi Terry, my wife and I recently inherited a fairly large sum of money from my mother estate. (well large..

Survivor benefits: Couple both 80 and retired from workforce he :$2600.00 benefit,hers $1200.00 benefit. If he dies first what does..

Hi Terri, Thank you for the response to my question on WGN Radio today about an IRA fund liquidation at..

My son approached me for money to invest in an IRA through his employer. I am wondering if T bills..

Hello- My spouse will be eligible for Medicare in 2 years and wants to retire at that time. I am..

Hi Terry, I’m 64 yrs old, recently divorced, with about 80k in my 401k plan. I’ve started a new job..

It will be 3 years since I left my old company and I’m ready to move on. My current holdings..

I have a small amount of money split between a Roth and Traditional IRAs with American Funds. In the last..

I don’t know if you can answer this, but maybe you can comment. My sister got a trust. She wanted..

If I leave a 401k or iRA to a trust i have set up for my disabled ( blind )..

Hi Terry. My wife is retiring in a few months and we’re looking for advice on rolling over her 401k...

You said you’ve never heard of a retired person with too much money? That’s me. I was raised by a..

terry, Im 55 and have over $1.0m in my ira. I don’t have a will or living trust yet, my..

What to do Terry, we are in financial trouble, we are 72 and had only $40K in 2 IRA’s. We..

I will be 73 in February 2024. My financial person told me I should withdraw his year because I would..

Terry: If my 69 year old wife begins collecting her social security (about $900 / month) now: 1.) Will she..

Hi Terry, My financial advisor at Vanguard suggested I put in $7,000 into my IRA which is now at $38,000..

Hi Terry, I’m age 62 and thinking of retiring at 65 and collecting Social Security. I had some health issues..