Financial Planning / Retirement Questions

As part of my divorce process, I employed Delphi consulting Group of Port Washington, WI to do a valuation of..

Hi Terry, I have a scenario and a tax question regarding the IRS ‘safe harbor for estimated tax payments’. We’ve..

Am I eligible for portion of ex spouse Social Securitybenefits? I’m 64 married 35 yrs and divorced 3 yrs. May..

I recently moved to Florida and got my Florida DL. I will live there 6 months in 2021? (Full time..

Hi Terry, We are starting to evaluate our options for converting a 401k to Roth IRA. I know how the..

Hi. My kids are both 18 years old. Both work at Amazon warehouse. One is going to a community College..

Hi. I’m 70 years old. I live on a good pension and have two additional IRAs (not Keogh) with some..

I’m married and 65 years old with some health issues. My wife and my names are on our 401k, IRA..

if i roll over a mutuel fund {fidelity} to another{vanguard} will it effect my senior freeze,Thank you

My wife and I are in early 50’s. Looking for a fee based financial planner who is familiar with Illinois..

I will soon be in a situation to either roll over my 401k to a new employer, or, transfer the..

Hi Terry, I just got a traditional IRA from my ex-husband. How do I transfer it and liquidate all the..

My wife and I are both retired. The companies that we retired from used Fidelity to house our 401k plans...

Terry, thanks so much for your columns/responses and books. I’ve learned much from you through the years. I am 67..

I do not trust banks I would like to know the best way to roll over thrift into Roth IRA..

I am 68 and receiving social security. I also work full time and I am wondering why, when I filed..

I am 64 yrs old and plan on working until age 70. My company started offering an HSA this year...

1… I am a big fan since your WBBM days. 2…I am have been successful enough to retire at 54..

hello! We are a blended family with 5 children. They vary in age from 18-34 (the younger 2 are frosh..

Hi Terry! I am a second year public school teacher in Illinois and I have (unfortunately) put off saving for..