Financial Planning / Retirement Questions

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..

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?..