Investments Questions
Vanguard Managed Payout Fund
What are your thoughts about this a monthly income producer
Online Investing Companies
Terry, I remember a few months ago, you were on WGN and talking about some online companies to use to..
Annuities
I am 61 and want to understand how annuities or income streaming investments should fit into my retirement plans. I..
IRA Distributions
Effective Jan 1, 2019 my wife and I are both retired. We don’t want to start Social Security benefits until..
What should I invest in?
I am 64 1/2 years young. I have opened an account with Fidelity. It is an IRA Account. Before I..
Fees on investments
I only caught part of you on WGN now. All I picked up was re negotiating fees. We have money..
Liquidate small IRA cd
Terry, please point out the pluses and minuses regarding liquidating a small IRA ( cd )say 15,000 which is producing..
Investing while in retirement
We are in our mid 70’s, retired, and 80% in cash but feel we are losing out on making what..
Fixed index annuities
We are in our mid 50’s and have over 1 million in investments. We have someone suggesting getting a fixed..
Retiree – what to do?
I wrote to you a couple weeks ago (I know a LOT of people do) about advantages/disadvantages of investing with..
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