Financial Planning / Retirement Questions

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..

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.