Financial Planning / Retirement Questions

Is it worth working for another 5 years at age 70 to get a minimum pension from cook county school..

I heard rumors that there might be changes to the RMD requirement that for seniors who have $100,00 or less..

On May 2022 I will be 72 years old. I like to know when can start to take the RMD...

My wife was able to take social security equal to half of mine when she turned 66. She will be..

I am 71, my wife is 61. Should I die before her, what will she be entitled to with my..

I did one time roth conversion in 2020 tax year. It caused large tax bill that I expected but i..

Terry, I am age 67 and seriously considering retiring in appx. 6 months…would like to hang on longer but job..

My wife turns 65 May 31 four years before me. Her and I will still be on my union Insurance..

Hi Ms. Savage. After almost 34 years of employment, I was laid off in December of last year. I received..

Hi, we have $130K or 4 years left to pay off our mortgage. I am 69 and fully retired and..

I owe about $90k on my mortgage and I was considering paying it off. Should I payoff the mortgage or..

My husband and I are retirees depending on RRB and SS benefits for income. We own our home ($200K). From..

My wife has a 401a that is being discontinued. We are not sure what to do with the money and..

I’m 70 years old i get like $ 2000.00 a month from ssa & penson. I have $335,741.00 with j..

Hello I’m currently age 61 I hope to retire at my full retirement age of 67. I have a 401K..

My 37 year old daughter is going to receive a lawsuit settlement. How would you suggest she invest the majority..

Terry – I need advise about inherited IRA’s. Here are a couple of specifics… My mom passed away in 2008..

Hi Terry, just saw you on WGN and you answered the question about paying the mortgage vs. 401k contributions. In..

I’m 74 and retired. I’m trying to understand the rising cost of food, gas, and utilities. My husband and I..

I am a recent widow, aged 56. My husband was 72 and retired. He and I were separated when he..