Investments Page 40

Investments Questions

roth ira for daughter in new york

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

Investments

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

My ira portfolio

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

Retirement/savings

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

My 401(k) — risky?

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

Recession

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

Next recession and bear market?

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

Investment fees

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

Buying municipal bonds

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

Splitting An IRA Account

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

Beneficiary Ira conversion to a Roth IRA

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

Taxes on IRA Withdrawal

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

Annuity into IRA?

How do I handle an annuity coming to maturity and can I open a Roth IRA? I am retired. Thanks.

Getting started on retirement investing

I am a cosmetologist that rents a booth at a salon, they do not provide insurance or do anything with..

stocks for my children

Buying stocks for children as a gift, was talked about around the holidays Thank you for your time

Fixed Index Annuity

What are your thoughts on Fixed Index Annuities to generate income in retirement? P.S. Always enjoy listening to you on..

CDs vs. Bond Funds for portfolio

With the interest rates changing the last 18 – 24 months, we have switched from using bond funds to building..

Novice stock investor

Hi Terry, I am 40 years old and I still have always wanted to get into the stock market but..

Can’t figure actual financial fees

My advisor says he is charging a fee of 1.25%.However over the past ten years he has made one hundred..

Disabled, with money to invest

Hello Terry Savage, I am a big fan of yours and I highly respect you, which brings me to my..

money

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