Investments Page 40

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..

money

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