Financial Planning / Retirement Questions

Want to know if I am getting all the SS benefit I should. I know it is based on my..

I have a pension that I’m not sure what is the best route to take. I am no longer with..

I am confused about using all or a portion of our family’s anticipated RMD for a charitable donation. Our first..

My husband owns his own plumbing business. He has no employees. I (wife) answer the phone, schedule, banking and billing...

Hi Terry, I just got cancer and am on social security, I have a 401K with my work and am..

I have a traditional IRA that I can use to open a Roth IRA, does it make sense to keep..

referral for purchase of treasury bills & financial advisors that you stated on WGN TV this am.

I have a $68,000 policy I’m 82 years old I have until 95 to collect if I die I have..

I’m retired (60) my pension(s) areny earning really anything. One small pension total is around $32,500. It would only give..

in a recent article about rmd you stated it was possible that someone could pay two rmds in one year..

My brother in law keeps telling my husband, who will be 70 next June, that he should start collecting in..

Dear: Terry Sorry to bother you. My Question. I am 72 and 3 months old, when can I start taking..

Terry, your article in the Chicago Tribune on Sunday 9/18 I believe should have mentioned that if you were born..

I have an inherited IRA I acquired this year. Since the relative passed early in the year, they did not..

Hello, thanks for all your great work for people like me. Here is my situation: in January 2022, I took..

WE HAVE A SINGLE PREMIUM DEFERRED ANNUITY. I AM THE ANNUITANT (67 YRS OLD) AND MY HUSBAND IS THE JOINT..

I’m 57 , single and no children. I’ve been in business for 32 years and wish to retire from my..

My husband and I are 70 years old. We are living off of our social security and earnings from our..

My company is pending sale, I’d like to utilize the rule of 55 to commence distributions from my 401k but..

When is the best time to withdraw funds…prior to end of year payouts of funds or afterwards? I know that..