Investments Page 28

Investments Questions

401k

what would be a good investment if you take out some of your 401k money without paying 20% penalty. I..

Pacific Life Variable Annuity

I have two Variable Annuity in my name and the other was my husband but now it’s in my name..

Stock

Hello Terry, What stock should I buy as a long term investor?

Mom’s retirement account

Hello Terry, Thanks for all you do! … When Covid hit I moved $50,000 of 86 year old mothers Morgan..

Fidelity Balanced Fund

Is it advisable for retirees to purchase?

ETF funds.

What etf fund would you recommend for an investment ?

young investor mutual fund?

Hi Terry, I called in on the WGN line and you recommended a Vanguard Fund for my son living at..

Loving rising bond yields

I just don’t understand the many articles being written warning about rising bond yields. I know the danger of inflation,..

Annuities

What’s your what’s your opinion of fixed annuities? Is this a good option with nearing retirement?

Financial PLanner Fees compared

Hi Terry: is it more important to compare the fees a financial planner charges or what they can ultimately bring..

Safe place for investment

I am a 65 single male. I plan on taking my SS at 66 and 4 month and work part..

Investment

Hi Terry. We enjoy watching you on WGN Chicago. I just inherited $5000. What would be a good investment at..

Just read your letter email on bonds interest rates and inflation

I’am 71 years old retired I have 171,000 invested in blackrock di, given what you said about bonds is blackrock..

Investing $46,000

What would be the best place for safe investment of $46,000. Currently have this money in annuity with Northern Trust/Sammons..

Buying a stock for my grandson

Hi, Terry. My grandson will be 18 soon, and I’m wondering if buying stock would be a great gift. If..

mint sets

Hi Terry, I’ve called around to some coin shops and cannot get a good answer. My son was kindly gifted..

401k rollover help

I was laid off and was told I have to take my 401k, what do I do?

401K rollover

I am 62 years old and still working. I need to rollover a $20.000 401K to my new employer. They..

Retirement asset protection.

Is it safe to stay with one brokerage firm?

Investing Inherited IRAs for Maximum Returns Under New Rules

Hi! My brother and I each inherited IRAs from our mom, who passed away in October 2020. We notice there..

money

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