Financial Planning / Retirement Questions

I retired 6 months ago. Although it was my choice to use a professional manager, now that I am retired,..

Hi Terry: My wife and I each have IRA’s in our own names. What happens if the other person passes?..

Hi Terry! My mother, who just turned 60, has been self employed most of her life and doesn’t really have..

hi Terry ,my ira is invested in a annuity with an insurance co. it has been there 5 yrs.earning 2%..

My husbands retiring at 79 on 12/31/21. We received an amount of approximately 446,000 from my husbands mothers estate over..

I am 67, retired, collecting Social Security and a pension – total monthly income from these at $5100. My wife..

I am retired and only have social security as income, can I convert my traditional ira into my existing Roth..

I want your advice about investing in the Chicago Public Schools 403b or 457 plan. I’m in my late 40’s..

I am 67 years old and currently not drawing Social Security. I am confused as to whether or not I..

Hi Terry, My mother recently passed away and I received a lump sum of money. I am looking for advice..

I recently inherited 15,000 dollars and would like to know what the best options are for this money. I am..

Greetings Terry, I’m 69 year old single female retired. How do I minimize my taxes on the required minimum distribution..

What financial instruments can I place a lump sum of pension into where I can withdraw some cash when needed?

I would like to transfer $1000.00 to my checking account , not the entire IRA amount. I need to meet..

If I have already withdrawn a small amount from my IRA (used to cover moving costs) Do I still have..

Hello Terry, My husband has paid out of his paycheck for 38 years deferred comp. He turned 70 years old..

Good morning, I will be taking a early retirement as of March 1st. 2022. I’m a Union electrician and I..

Hi Terry , I am retired , have some money in my 401k in Transamerica without any financial advisor ,..

I had to retire early due to health reasons. Consequently our retirement nest egg is a 401k plan that belongs..

My husband passed and I have sold my home. Where to put these funds which might be about Three hundred..