Financial Planning / Retirement Questions

Hi Terry my name is Gina I worked for a small corporation for over 17 years I’ve been investing in..

Terry, My and I have 500k spread across a few 401k accounts. We are both 62 years old, have a..

I have IRAs with Vanguard and TR Price, as well as a TSA with VALIC. I just turned 72. Do..

I will be turning 60 in 2022. I have a pension from a company that i worked for 25 years..

I have traditional 401k IRAs. However, I also have $30k in an employer Roth account. I’m 63 and plan to..

Hi Terry, I’m a 51-year-old woman and have been renting for the past 13 years ($167k total paid in rent)...

Hi Terry, Thanks for all of your great advice on WGN. My husband and I just retired (both 62) We..

Is there a way to lower the rmds I will have to take in three years

I have a 15 year mortgage of $300,000 at 2.25% and am 57. Is it better to pay it down..

Hello Ms. Savage, My brother passed away six years ago. I was a beneficiary on a couple of his accounts...

As a retiree in my mid 70’s I have some IRA’s and have to take RMD’s. My question is can..

Where can we put our RMD’s? House and two cars are paid. We are 75 yo. Have $75.00 cash. Have..

I have two grand kids in their 20’s and I want to give them some cash to open their first..

Hi, I have enjoyed your “no nonsense” media interviews for years. Thank you! May I ask a question (or two)?..

On a recent podcast, you said that the IRA rules changed in the past year and that IRA beneficiaries have..

I am 79 years old. My income from pensions and SS is about $100K annually. I have $94K in traditional..

Last year I took my minimum withdrawal before the announcement was made that we did not need to take it..

my spouse was deceased in March, 2021 before he took his 2020 RMD. His IRA is now in my name...

My 97 year old father just passed away. I am the successor trustee for his trust and will be applying..

Wow – I sent you a note about 15 minutes ago with a question about not being able to reach..