Investments Questions
Where To Buy Gold ?
Hello Terry, I read your column dated July 30, 2020 about gold. Where do I buy gold ? I don’t..
Roth IRA annuity
Have $104,000.00 in a Roth IRA that just matured in an annuity. Would like your input on where to put..
Transferring balance of 401k to a Vanguard account
How do I go about opening a Vanguard account? Is this advisable to move the money until needed? I can..
Withdrawal some funds from IRA for safety?
Terry, Hi, I have a Roth IRA with company called Beacon. I have noticed my funds are starting to go..
Stock brokers
Hi Terri! I really want to start buying stocks, but cannot figure it out? I’ve tried some big house brokers,..
stock in retirement
My husband and I are both retired. He is 69 and I am 67. We are on social security and..
Investments
Hello Terry, I was able to put a small amount of money into the markets in late March early April..
stocks in inherited IRA
Hi, I have a inherited IRA from my mother. I know i have to take a yearly distribution over the..
MY RETIREMENT SAVINGS INVESTMENTS
All my retirement saving is with vanguard and is managed by a portfolio manager. I am 71 years old and..
Stock first time buyer
I’m trying to buy stocks but I don’t know how to go about it. What company should I use and..
Putnam account
I am a 65 year old retired teacher. When I retired in 2013, TRS refunded the $8,000 I’d paid to..
Advertising of market crashing
I’m a retiree with IRAs heavy in the market. Should I be concerned regarding all the news comments about the..
gold mutual funds
do you have suggestions of types of gold funds to consider investing in? i’m 68 and like to invest on..
gold stock
Is holding a gold stock a good idea for an 86 year-old widow?
Investments
I’m 48 and would like to invest in a retirement fund. What fund do you think would be the best..
IRS Tax Deduction Allowed for IRA/401K contributions in 2019
What are the income limits for 2019 in order to be eligible to get tax credit for contributions to IRAs..
Variable annuity
Our advisor is saying that our annuity (variable) with Riversource is too expensive to keep. I liked the guaranteed income...
401 K account
I have a 401 K saving but is not contributed to and my question is : should I switch it..
Key financial indicators are inverted — sell?
What does this mean and why is this so dangerous, with this in mind should I pull my money out..
annuities/vs fixed rate of return of 3% for voya account
newly retired (layed off!) and risk adversed during these troubling times. When is an annuity a good idea? financial rep..