Financial Planning / Retirement Questions

You stated: “You can take your RMD from any one of your retirement accounts ….” But, that is not correct..

Read your article today on RMD. I’ve been reading also that legislation is in the works to increase the RMD..

I’m 65 just retired have about $220.000 do I move my money out or leave it stock market and Waite..

Recently retired at 61 with a pension. I have a regular IRA which is actively managed with a fee of..

Hello. thank you for all that you do to teach humanity how to invest with so much passion and knowledge...

When I reach my full retirement age can I still work as much as I want at my current job..

I was planning on waiting until next year, when I turn 70, to take my social security. I’ve heard that..

I turn 65 this year. Widowed 10 years ago. Still working full time. Own a house with a mortgage of..

Clarification as not clear to me in article. Was “Ellen” granted her husband’s larger pension PLUS her own smaller pension?..

Can I get Social security payment from my hubby even tho I get a pension. He is collecting his now..

Our assets include 401(k), 2 rental single family houses and a primary house. Current bank account. 2 children one married..

I cant find the website. I heard you talk about it on WGN

Hi, In September i will received my first SS payment. I will 70 on 9/3 and will continue to work...

In the 70s I opted out of Social Security for religious reasons I had less than 40 quarters before I..

I recently divorced. We are supposed to split our two properties. Secondary home in Florida and condo in Illinois. We..

My husband is 78 years old. I turn 70 years old in Sept 2022. For the past few years, I..

I am 68 and am not collecting social security now. We plan on waiting until I’m 70. My husband is..

What percentage of my retirement savings should i put into an annuity? My advisor says i should move 50-60% of..

Hi Terry, love your website. Currently retired, married, no debt whatsoever. Both of us drawing nice pensions, but no social..

It seems I hear advice from my FA about allocations and positioning regardless of my age, but when I ask..