Financial Planning / Retirement Questions

My husband has a 403B that he no longer contributes to because he is with a different company and other..

I’m 80+ years old and rely a lot on my savings (most in an IRA) for income. RMD’s from IRA’s..

Can an IRA CD be transferred to a money market account when it comes due? I need it to pay..

My husband passed away last week. I have $100 savings bonds payable on death to me. Does the economic crisis..

I’m 65, retired and living on a DB pension (yay!). I’ve been supplementing my income by making modest withdrawals from..

Hi Terry I have 403b plan I’m 53 I do not contribute to it any more and I was wonder..

Is now the time to increase my 401K contributions?

Can I put a freeze on my 401k once I announce my intention to retire?

I have about 200k in index funds VgTAx and VITAX and some individual names, how can I move this into..

I am 64 years old and have an Individual IRA (approx. $450,000) with some stock index fund holdings. With the..

In 4 years we will need to take RMD’s. What can we do with the RMD dollars to minimize taxes?

Hi Terry, My parents left me 120,000. in American Funds, I haven’t done anything with the money since they passed...

I listen to you on WGN and always appreciate your advice. I am 72, retired and my funds are in..

When I retire soon, I’ll have a small pension of about $32k. Is it better to take that as a..

Hello my current retirement age is 67 I was thinking about retiring at 63 and get out early should I?..

Hello Terry you said sell to the sleeping point. What is the sleeping point what does that mean? Thank you..

I am in the midst of 2 401k rollovers to a new IRA for my wife with the same place..

Hi Terry I am a recently widowed 59 year old with 2 teenagers. One is a sophomore in college and..

I have a sep ira. When do I have to start withdrawing money from my ira, is it at 70..

Hi Terry. We’re both 66, retired, but not receiving social security yet. We’ve been living off after-tax investments and therefore..