Investments Questions

My employer is closing a 403b from a company that has merged . I have approx 200,000. in the plan..

I’ve been thinking about annuities. Who are they good for? Anyone? And at what age do we begin to look..

Best advice for new investment plan toward retirement for a 43 year old with wife and child. I have a..

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..