Financial Planning / Retirement Questions

Whenever I google Fiduciaries, I get large brokerage firms or individuals out of state. My wife and I recently retired..

Hi Terry, I have 62 yrs old and have inherited my husband’s 401 IRA. I know little about investing and..

Does it make sense to have my large IRA in an annuity with all the fees when we don’t need..

Hi Terry, My wife just inherited $375,000 from the sale of her deceased aunt. We are both 78 yrs old,..

I am retired and have a traditional IRA. Should I transition it to a Roth?

Hi Terry – Could you provide any info on how to find a Social Security number-crunching expert to provide my..

I am 68 yrs old; my full retirement age is 66. At 56 I left my “traditional” marriage of 35..

I am 64 my wife is 58 her social security benefits will be higher than mine can I start collecting..

On the assumption that the RMD for 2020 would be taxed, I contributed a substantial amount of QCDs to cover..

I have a 457 account with the State of Ohio. If I request a distribution I was told the securities..

I am the beneficiary of my aunts IRA she passed this month. I am 67 yrs of age and would..

I’M 70 YEARS OLD AND HAVE $40,000.00 SITTING IN 401K FROM MY LAST EMPLOYER. wHAT AND[ HOW DO I go..

Could recommend a fee only retirement planner near Lombard, Il. ? Zip Code 60148. Thank you! ????

I am a 55 year old woman, with nothing, literally nothing! No 401K, no real estate, no savings. For a..

You said Randy Brun was one of your favorite financial planners, but I thought flat fee charging was bad because..

Hi, Terry. We took your advise and contacted a Fiduciary planner. I called Randy Bruns at Modelwealth. He looked over..

Hi Terry. I’ve been retired for approximately 3 months and I’m 67 years old age. I’m going to take my..

Since seniors do not have to take an RMD this year, I am thinking of taking money from my IRA..

I have a lot in an IRA. I am 68 retired. Married. Our income is approx 40k, from our SSI..

Hi Terry, I hope you are safe and all is well. I’m writing to you about my wife’s cousin. She..