Investments Questions
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..
How do I know that my (Fee Based) CFP is really doing the best for me?
We have a diverse portfolio, Mutual Funds and Annuities mostly. By recommendation we have moved a company program 401k into..
Stock Market Investment — Getting Started
Hello, I am totally ignorant as it relates to the stock market but would like to know how to begin..
Security of 403b contracts during economic downturn
Hello. I heard part of your discussion with one of the hosts on WGN Radio recently, but, I didn’t catch..
PERSONAL FINANCE PORTFOLIO Tracking
I am looking for a new portfolio similar to the closed AOL that I enjoyed for years. I was switched..
Use of variable annuities vs other options.
I’ll be 65 yrs old in April and currently have a financial advisor who has placed $600k in two Jackson..