Investments Questions

Read with great interest your column on the long run in Sunday’s paper. You recommend stepping back and analyzing your..

If you sell a stock or mutual fund and withdraw the money, does it count as income as far as..

I’m retiring in 2 years. I have $315,000 in my 401k with Fidelity. How do I protect my money in..

After years of no 401K from her employer, one was finally secured January 2018, company called Human Interest, and deductions..

I heard you on WGN a few weeks ago and you said that people close to retirement should think about..

My wife and I are both retired, house paid off, combined Social Security of $3810/month . We have total of..

Hi Terry, I want to max out my 401k contribution. I am 53 years old. My employer matches 30%. Can..

All the target retirement funds and a few others funds are converting to a CIT at a slightly lower cost..

i would like to find a high interest roth ira for my daughter in new york. can you recommend anyone?

I am 73 and my wife is 68. We use a money manager (Edelman Financial Engines) and pay about $1,300..

Terry, we are both in our mid 70’s with 62% in equities 26% fixed income / preferred with 6% alternatives..

I am 50 years old I will be retiring in 4.5 years. What are your suggestions in reference to American..

I saw you this morning on WGN. I am concerned about the market. My husband is still working putting into..

Hello, is the market going into recession? I have some money in stocks and I don’t want to lose them...

I’m retired. Should I get out of equities.

I have some of my investments handled by Fidelity Portfolio Advisory Services, costing about 1 percent a year. My quarterly..

What are your thoughts on investing in tax free municipal bonds. Someone suggested NEA Nuveen

Dear Ms Savage, I have a Rollover IRA brokerage account, from which I take the required minimum distribution. I am..

I’m 64 and have recently become a beneficiary from my mothers Ira. I was thinking about converting it to a..

Terry, on January 29,2019 you responded to a question titled “401K Withdrawals.” Part of your response was “But if you..