Jill on Money with Jill Schlesinger

My parents have a tax deferred annuity that is coming due in April. They're attracted to the product as they are deferring taxes. How should they proceed? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

I am 39, single, no kids, never married. I am set to inherit a little over $175,000. How should I put it to work? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

Tax season tips and planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . This is part two of four. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

Tax season tips and planning with the one and only Ed Slott , the ultimate tax guru and founder of IRA Help . This is part one of four. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

The Federal Trade Commission reveals that con artists swindled consumers out of $10 billion in 2023, with over $126 million lost to Social Security scams alone. Plus, the Biden administration has introduced a rule capping credit card late fees at a maximum of $8, a sharp decrease from the current $32 average. I joined CBS Mornings to discuss both. Have a money question? Email us here Subscribe to...

How many funds is too many for a brokerage account? I currently have 29 ETFs. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

Should I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMDs down the road. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

Are we saving (or have saved) too much for retirement or are things we should be doing now to prioritize short-term needs over retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

I have worked for the federal government for the last 15 years and qualify for a pension that increases over time, but my dream would be to have a lot more flexibility. Should I ditch the job and settle for a decreased pension? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by J...

With two kids getting closer and closer to college, what's the best way for us to cover the cost? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

As we approach our 50s, are we on track to achieve financial independence in six years? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

When I first started working and could contribute to a 401(k) via my employer, I was all in on pre-tax. Years later I learned that it was better to shift to Roth. Should I now make all my contributions Roth? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joe...

I joined CBS Mornings with advice for couples striving for financial harmony, such as discovering the key conversations for alignment on money matters, the pros and cons of joint versus separate accounts, and how to turn those discussions into a solid financial plan. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonm...

As I enter my 50s, I can't help but feel like I'm in a financial rut. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

After being out of the workforce for a while, how can we get our finances back on track? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

I've been tasked with handling the finances for my ex in-laws. Am I taking the right steps? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

Despite having a few pots of money in place for retirement, I'm concerned that I won't have enough. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

With my wife getting ready to stop working, will we be okay with just one stream of income? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

Am I too obsessed when it comes to saving money for retirement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

Did I make a mistake by purchasing a fixed index annuity for nearly $500k? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

We just inherited a house and over $650,000 in various accounts. What do we do? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

What do I do with an old IRA that has a mix of pre-tax and post-tax contributions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

I recently inherited money and retirement funds from my husband passing away. What are the next steps? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

I'm a bit of a worrier so I just want to make sure that we're on track for retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .

After helping my son for a while, I'm now focused on my retirement. Am I on track at 50? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com .