Answered on April 15, 2018

I am being advised to put all my retirement funds in the Nationwide New Heights 12 yr uncapped index…

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Answered on March 26, 2018

I worked for a company with an Employee Stock Purchase Program. I have since left the employ of said…

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Answered on March 21, 2018

I’ve been using for the last three years both a Robo investment company (.25%) and a % fee-based…

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Answered on March 17, 2018

I AM TO OBTAIN AN INHERITANCE FROM MY FATHER THAT RECENTLY PASSED. SOME WILL BE CASH AND MOST OF IT…

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Answered on March 2, 2018

Can I claim exemption to 401K 10% penalty if I withdraw 401K funds at age 55 and retired from full…

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Answered on March 1, 2018

for my 16 year old grandson, is it time to start a retirement fund, also, regular IRA or Roth IRA,…

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Answered on February 28, 2018

Any guidance/rules as to which stocks should be sold to comply with RMD requirements? Sell “winners”…

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Answered on February 26, 2018

Would securing a fixed indexed annuity be a good option for a couple in their early sixties, one…

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Answered on February 26, 2018

I’d like to convert some money in my IRA to a Roth, as I’ve got some “room” before I hit the max in…

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Answered on February 13, 2018

Hi Terry, I’m 50yrs old — Given the irratic behavior of the stock market lately, should I decrease…

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