Financial Planning / Retirement Questions

Hi Terry, I need an opinion on 401K MRD. I have been taking a MRD since I turned 72. I..

How do you feel about a firm like Edward Jones handling my investments

Hi! We have listened to you for years and appreciate all the financial tips you offer. My husband and I..

Ms. Savage, I am 72 years old in good health. I have social security, a part time job and taking..

Hello Terry, I haven’t worked in four years, due to caring for a developmentally disabled adult child and elderly mother...

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..