Financial Planning / Retirement Questions

WGN showed your newscast about 401 investment owners should take money out now if over 70 years old. I AM..

Hi Terry, My Dad passed away leaving a trust for my sister and I. He lived in California and we..

Hi Terry, we are 54 and have a mortgage on our home. Home is worth approx 700K and we have..

My wife and I are 69 years old. We did a pre-tax IRA to Roth IRA conversion in 2021 and..

Hi Terry, I want to change my financial planner and was going to do it now before the end of..

It’s 10 years since my mother died . You said you have to take it all in the 10 years...

Hi Terry, I’m 65.7 months old and no longer working. I’ve been talking money out of my IRA’s to meet..

In your Chicago Tribune column 10/31/21 you said, “Even if you don’t take any prescription medicines, you should sign up..

Is a Roth IRA taken as a RMD and given as a QCD tax deductible like traditional IRA RMDs QCDs?

Terry, love the show (WGN). I am 70, married and have all my retirement monies in pre-tax IRA (did not..

you state in your 2/27 column “you can name one or two beneficaries.” I believe this is incorrect; I have..

If the Executor of my estate is also a beneficiary, how can I ensure that Executor doesn’t deplete the estate..

If I have $500 k joint acct at schwab, am 75, married and my wife has an $400k ira, i..

My husband has a neurological condition, that will progress over time. He has 3 IRA’s in his name. As part..

when i retire ( in a couple years) i will be blessed with 2 pensions ,I live in the state..

My husband’s mother died in 2002, age 81. My husband inherited an IRA and has been taking the RMD each..

SHOULD I THE SON I ASK THEM WHAT ITS ALL ABOUT OR CAN I READ IT. WOULD BE EASIER TO..

I’m 72 and not quite retired. My credit cards are dwindling as the companies die (like Sears and Carson Pirie..

We have a trust indicating my son and daughter are our beneficiaries. My daughter has an 14 year old son..

I am still working. With the way the world money situation has been, I was thinking of withdrawing a portion..