Investments Questions

My husband & I are in our late 70’s, healthy and active. We each have income from SS, 2 managed..

Due to health issues it stopped me from working, but I to receive SSDI, but it’s no where near what..

About 4 or 5 years ago i wanted to transfer my IRA to a different broker. Instead of having the..

Just lost my job what to do with my 401K

I have a 401K with Wells Fargo from Carson’ when it was owned by Saks and another from when it..

I’m 32 and putting 14% in my 401k. My employer matches 6%. Should I consider decreasing my 401k contribution, and..

When bonds bought at a premium are sold or called at a loss, and when bonds bouight at a discount..

The best place to transfer TSP(Thrift Savings Plan). I am limited to three interfund transfers a month that I sometimes..

Hi, my son is 30 yrs old, single, good job with a checking account of $46,000 and increasing. Looking for..

Husband and I still working he is 56.I am 60 what can we invest in for growth . we do..

Currently I have an annuity of $41,000 - the brunt of which is invested with the S&P500 earning just 2%..

What is the difference in return and tax consequences between individual muni bonds and a muni bond fund?

Do mananged funds, given a fee is involved, do as well as index funds? Thank you, Terry.

If I withdraw mutual fund assets from my Roth IRA and transfer them to a taxable brokerage account, how do..

I am being advised to put all my retirement funds in the Nationwide New Heights 12 yr uncapped index annuity..

I worked for a company with an Employee Stock Purchase Program. I have since left the employ of said company..

I've been using for the last three years both a Robo investment company (.25%) and a % fee-based financial adviser..

I AM TO OBTAIN AN INHERITANCE FROM MY FATHER THAT RECENTLY PASSED. SOME WILL BE CASH AND MOST OF IT..

Can I claim exemption to 401K 10% penalty if I withdraw 401K funds at age 55 and retired from full..

for my 16 year old grandson, is it time to start a retirement fund, also, regular IRA or Roth IRA,..