Financial Planning / Retirement Questions

I started collecting SS benefits at 66 and had them take taxes out of the monthly payment since I was..

Will the s and p break records this year so I can retire in January 2022

Hi Terry I love listen to you on WGN your the best . Iv been listening to you talk about..

My mom passed away last August. I have not received a 1099 for her SS benefits. I went on line..

My wife and I are both 62. We are both not working. I plan to wait until FRA (67+) or..

My daughter is starting her career in her post graduate job. She has a company 401K with the maximum contribution...

My dad lives out of the country now am I able to collect his 401k for him?

Terry, I withdrew 90,000 in July(2020) to buy a lake house (a 2nd home). One of our neighbors offer to..

How to find out your Social Security benefits. My husband and I are 58 Years old and would like to..

I am grateful to receive a corporate bonus this year. I have a 401(k) through my employer. Should I “turn..

Which free e filing system should I use for federal and state of California filing for my sister, deceased as..

I have just turned 59 and am currently negotiating divorce settlement (with counsel). I have been married for 21 years...

IRA. Received letter stating 70 and a half must take minium RE: IRA .Received letter stating 70 and half has..

Hello I am 57. I have roughly $300,00 in a company defined contribution plan. I own 2 rental houses. I..

My husband lost his job after 42 years the beginning of January for not meeting the company’s performance objectives. He..

Hi Terry, I wonder if the IRS will not require RMD’s again in 2021 like they did in 2020? Heard..

Should I have a will or a trust made? And what is the difference between the two?

Re subject: is donating available cash better, or a stock that has a large unrealized gain? Thanks

What are the tax penalties to take an early withdrawal from an Ira

Terry, I turn 67 this year and plan to retire at year-end. Modest amount in 401K, decent home equity and..