Financial Planning / Retirement Questions

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If I have already withdrawn a small amount from my IRA (used to cover moving costs) Do I still have..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

Can you do both for charity in 2021 – can you do the deduction for individuals who don’t itemize and..

I rolled $26000 from a traditional to a Roth. I paid taxes on the distribution. Can I still contribute to..

my wife and i are 74 and live in our house with a mortgage of $100,000. We have $495,000 in..

My wife and I are both retired and in our mid seventies. Our house is all paid up and have..

Are there any changes in 2022 regarding RMD’s? Can I still use the table I’ve been using the last few..

Terry, I’ve been retired now for 4 years and have kept my money in the Fedelity 401K plan through my..

Those already receiving SS benefits will see a relatively large increase in 2022 due to inflation. I’m not yet receiving..