Financial Planning / Retirement Questions

1… I am a big fan since your WBBM days. 2…I am have been successful enough to retire at 54..

hello! We are a blended family with 5 children. They vary in age from 18-34 (the younger 2 are frosh..

Hi Terry! I am a second year public school teacher in Illinois and I have (unfortunately) put off saving for..

Is it possible to rollover the RMD after taxes are taken out into an existing ROTH? If so, do the..

I am retired and my spouse will be soon. We are looking for retirement planning advice. i wish to employee..

About a month ago, you mentioned that we should take our RDM now, pay 20% . I focused on that..

Ms. Savage, I would like your opinion on a Social Security question we have for my wife Donna. First, I’ll..

My daughter is 31. I love her dearly, she loves me. She lives currently 2 miles from me. . She..

My mother recently passed and I expect to get a sizeable inheritance. I also recently started a new position which..

My wife is almost 62 and I am 64. If she files for her own Social Security at 62, will..

Terry I have almost 1 million dollars in a Vangaurd 401 which was started in the mid 90’s, and I..

Terry do I have to have taxable income in order to convert a portion of my Simple IRA to a..

I have 200,000+ in a simple ira. My wife has about 400,000+. I am 68, old school truck driver. 0..

I am turning 70 this month and need information on what to do with an IRA and a 457b account...

I have been on a restricted application receiving spousal benefits. I applied over 4 weeks ago to start my own..

Terry, I love listening to you on the radio. My questions is this: I am turning 54 in October. I..

Hello Terry, First off, I would like to say thank you! Years ago, I read an article you wrote about..

I am the Power Of Attorney and son for a 97 year old father. I want to make sure I..

I have my 401k with fidelity and I want to retire what should I do? I’m 59 and 7months and..

My brother passed at age of 55 (2007). My mother inherited his IRA at the age of 77 and passed..