Financial Planning / Retirement Questions

I am retired, living in Illinois and collecting a pension and social security. I am working a part time job..

Terry, read your story on chicken money! I have a retirement account with a broker who I haven’t spoken to..

I need an understanding of Trust funds. I am concerned. I need Trust funds explained from beginning to end. Who..

I’m 72 years old still working full-time and just switched from my 403B to a Roth because I have intention..

Our financial advisor is advising us to invest in structured notes. We really don’t know much about them. Can you..

Hi Terry I’m trying to reduce my AGI. Can I put 7k from my savings into a Traditional IRA and..

Do I need an attorney for this. Wanting to make sure that I have legal rights to my property.

Is there any hope for me? My husband and I, both in our 60s, have almost no savings for retirement..

Hi, Terry, you are such a gem! My question: I retired 2 years ago and I was with a Lincoln..

Hi Terry – My S-Corp business has had two very slow years in a row and as a result my..

Hi Terry, We read your book, The Savage Truth on Money, and are interested in money management using the app..

What are your thoughts on the Defined Outcome ETFs (or Buffer ETFs)? We are nearing retirement (in 2-5 years) and..

Tell me what portion of my RMD, gross or net amount is included in my MAGI? What portion of my..

Do I need both of the above?

Hi . I have a 401 k account with a company I have separated with. I am 59 and on..

I added my three daughters to deed of my house will they have to pay inheritance tax when they sell..

Can / should we contribute to our present IRA’s? We are both retired teachers with small pensions, and Social Security..

can I close out my IRA in one transaction ? I have both taxable and non taxable income in my..

My wife and I are 70 years old. We have a will, health directive, power of attorney and executor of..

Hi Terry! I have an account with Fidelity ($700K) that I control and one with Apollon Wealth ($500K) that they..