Investments Questions
Retirement — need safety in 40l(k)
I’m 68! Still working not on Medicare have a 401K plan. Lost $12,000.00 and would like to avoid anymore loses...
gold investment
I am retired and have million dollar portfolio–should I being buying gold-? How much should I invest and what is..
Investment money
I have some money waiting to be invested. I presently am invested in AT&T(6.6% dividend), and want to add to..
Nearing Retirement and worried
Hi Terry – I am an avid listener on WGN radio and reader of your columns. My wife and I..
Do a Roth conversion now
You might mention in one of your articles that even if you are retired right now, it is a good..
I investing in one of my Vanguard funds to avoid the dividend date
I’ve accumulated $20,000 of cash that I want to deposit in one of my Vanguard funds, but I understand there’s..
401K — withdrawing to pay cc debt?
My husband n I are retired 65 and 67…we have a home equity line of credit of 15,000 n 4,000..
Pimco Accounts
I am 66, retired and have a $25000 Pimco account that I inherited when my mom passed away 3 years..
S&P 500 funds
Wondering what’s a good S&P 500 fund to purchase for a long term investment with a couple thousand dollars. A..
401k roll over
Is it a smart move to do a ira reboot with my 500,000 $ 401k when I retire
best account to take money from
Our daughter is getting married. We are giving her 15,000. My husband and I want to know which account would..
Imminent Bear Market
I am retiring in a year and my husband and I have our retirement savings invests in an IRA, and..
401k
Hi terry, Im 54 and have around 45,000 in my 401k(I also have a pension worth about 1100 a month..
2019 cash strategy for maturing annuity
Hi Terry, I have two annuities maturing for a total of $170,000. I’m 69 and single. I have another $20,000..
Retirement
I AM retired and i am not touching my 401k until 2020 and still contributing $6,500.00 a year. AM I..
TIPS for my retirement portfolio?
Should TIPS be a part of my portfolio if I’m within a year of retirement, and then also going forward..
Retirement Fund Risk Assessment
Hi Terry – thank you for today’s article on retirement fund risk. I am 53 and currently have a 80%..
glennw@san.rr.com
Hi Terry, You recently wrote an article highlighting treasury inflation-protected securities (TIPS) as a way to prevent inflation from eating..
Retiring soon — stocks in IRA??
Terry, I plan on retiring in 2020 at the age of 65. I am freaking out right now regarding my..
Mandatory withdrawal from IRA after 70 1/2
I must withdraw every year and pay taxes Can I buy Life Insurance instead by using the withdrawal and do..