Financial Planning / Retirement Questions

My long time friend passed away in. July 2021. She had a trust set up for her house and a..

I am 61 years old and about two years from retirement . I need sound financial advice to take me..

Hi Terry If I received an inherited IRA in December of 2019 but the person I inherited it from passed..

I’ll be 70 in July of this year. When and how do I collect social security?

I signed up with Oxford Investments and since then I get tons of E-mails from every other investment also. Many..

I’ll be 70 in July of 2022. When and how do I collect social security.

Hi Terry, I was married for 20 year’s & got divorced. I was wondering if my ex husband collects social..

Read your article in the Chicago Tribune on naming beneficiaries of IRAs and etc. Excellent as always. What is your..

Hello Terry, I saw you on the news the other day and said to myself “this could be the help..

Hello, I’m 73 years old and I do have a Roth IRA with Schwab. In 2021 I have $ 100/bi-weekly..

filing for SS at 66 yrs. 2 mouth and still work normal job hours plus OT is a good thing..

My husband had his 401k and pension put in stock market after being let go from job last year. The..

Hi Terry, my friend is now 60 years old and pulled her money out of her 401-K at 59 and..

Terry, I just finished reading your column in today’s Orlando Sentinel about making sure you have named beneficiaries on all..

I am 72 this year and how do you figure how much to take out each year?

I just read your Chicago Tribune question on non spousal inherited IRA. I was the beneficiary of an inherited IRA..

I’m 72 ,retired Sheetmetal with 2 well funded pensions , also have a$250 k annuity that I moved to cash..

Thank you for your recent column on keeping up beneficiary designations on investments. Have run into problems with latest requirement..

I get spousal support. I turn 70 this year and plan to take social security this year. Do I continue..

Hi Terry, I was 62 when I took a loan on my 401K. I was repaying it through an amortization..