Investments Questions

Any guidance/rules as to which stocks should be sold to comply with RMD requirements? Sell "winners" "losers" take a percentage..

Would securing a fixed indexed annuity be a good option for a couple in their early sixties, one option has..

I'd like to convert some money in my IRA to a Roth, as I've got some "room" before I hit..

Hi Terry, I'm 50yrs old -- Given the irratic behavior of the stock market lately, should I decrease the 9%..

My daughter can contribute to a 401k pre tax and/or 401k Roth post tax at her place of employment. The..

How can I transfer my entire investment account from a full service brokerage to a discount brokerage?

Dear Terry, I'm a 57yr man, all kids are adults, not much debt, married still working, which IRA should I..

Hi Terry, Radioaholic me heard you on the air again last nite and wanted to ask...Per the "not losing $$..

Hi Terry, Happy New Year! Im looking into transferring my current self directed IRA, which previously was under a broker..

You discussed a website on the WGN morning show a couple weeks ago where you can invest small dollar amounts..

In Oct you replied to my same question that stable value funds in 401k plans are chicken money funds and..

Hi Terry, I'd like your opinion on which approach to managing ones retirement nest egg is better: creating buckets of..

TERRY MY WIFE IS SIXTY AND ON DISABILITY. SHE WAS TOLD SHE HAD TO CONVERT HER 401 PLAN TO AN..

A few weeks ago I asked your thoughts on the Robin Hood application for stock purchases. I don't believe you..

My hubby and myself are in our late 70s and each have 2 managed funds. One is an S&P 500...

My first question was the other day what was the name of the website for people that can invest with..

Hello Terry. I am new to your site but not new to listening to you. Are commercial mortgage bridge loans..

Hi, Terry. I have a Roth IRA with Vanguard worth around 19k, a rollover IRA with TR Price - $89k...

Loved your article on the risks involved and reasons “bonds” are not always safe. My CFP has 30% of my..

I believe it was you some time ago that mentioned a person that had a web site for annuities where..