Financial Planning / Retirement Questions

https://www.terrysavage.com/how-to-rollover/I no longer work at my job anymore and I want to transfer my 401k. Do I transfer it to..

I was approved for the affordable care act in 2022 and I receive a $600.00 credit each month. I will..

Is there any discussion regarding waiving the 2022 RMD as was done a couple of times before. Taking a distribution..

I will be 66.4 months in July and want to start collecting full benefits. It will be around $2000 a..

My spouse (age 64.5) and I (age 65) are both retired and had planned to wait until age 70 to..

I don’t have an IRA saving how do I save money for my retirement? Can I do it through my..

I want to work as long as I can because I enjoy my work. (I am a high school teacher.)..

we are just getting out of credit card debt have 2 car loans a primary house loan and a lake..

Greetings Terry, I’ve been at my job just over 15 years now & been contributing to my companies 401k plan..

Terry, My husband retired and has a decent account with Fidelity. His name only is on the account. My question..

I am a childcare provider. In this profession there is no 401 k or retirement savings for this profession what..

I own a small business with four employees. I would like to provide for them and myself The start of..

Is it a good idea to open a fixed annuity account ? Im 72 widowed don’t need money right away...

Hi Terry, My question regards how social security determines monthly benefit based on previous salary. I am a little over..

My husband is now to have a RMD deduction. We want to know if we should take the monies in..

Hi Terry, I enjoy listening to you on WGN radio. My question is related to retirement timing. I am 67..

I would like to transfer the assets of a mutual fund directly to another mutual fund at a different company...

Buying a home . Want to pay using funds from 401k.. purchase price 425k. My present home is paidfore and..

I am a 67 year old retired health care professional who decided to go back to work as a PRN..

What is the most efficient idea for me to take my husband’s IRA? Do I need to take his RMD..