Financial Planning / Retirement Questions

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..

Can I pay my TAXES ON my account and not withdrawal any of the monies I have accrued over its..

Hello Ms Savage. I am a 44 year old making 100 thousand a year. I have 2 homes paid for...

I was married 30 years and have not remarried. Do I get some of his social security without reducing his..

Hello Ms. Terry: I just turned 65 in January and I have been with a company for 27 years and..

Is it true that if an individual has more than $2,000.00 in a bank account that they can lose their..

Terry, Our Financial adviser has requested my wife to take hers and file for social security, she is 63 years..

Is Grassland Capital LLC a good (honest) company? I’m in search of someone. There was a company that you named..

Can you collect your husbands Social Security benefits and mine combined ?

If my wife (retired) elects to claim her social security early, say age 62-64, before the full retirement age of..

My exwife is entitled to a percentage of my social security because we were married for 18 years. My question..

We have two adult children one of which who has died leaving her son and husband. We have a trust..

How can I withdraw my money from Voya without paying a high tax. A friend of mine said when his..

Hi Terry, I recently got a decent amount of money {70k} thru divorce proceedings. Right now I have it parked..