Investments Questions
Investments 40l(k) or Roth?
I’m 32 and putting 14% in my 401k. My employer matches 6%. Should I consider decreasing my 401k contribution, and..
Bond capital gains and losses
When bonds bought at a premium are sold or called at a loss, and when bonds bouight at a discount..
Trading in my Thrift Savings Plan
The best place to transfer TSP(Thrift Savings Plan). I am limited to three interfund transfers a month that I sometimes..
Where should a younger, single person invest his money?
Hi, my son is 30 yrs old, single, good job with a checking account of $46,000 and increasing. Looking for..
Investment of 100k inheritance
Husband and I still working he is 56.I am 60 what can we invest in for growth . we do..
annuity fund
Currently I have an annuity of $41,000 - the brunt of which is invested with the S&P500 earning just 2%..
Purchasing municipal bonds
What is the difference in return and tax consequences between individual muni bonds and a muni bond fund?
Managed funds.
Do mananged funds, given a fee is involved, do as well as index funds? Thank you, Terry.
Roth IRA withdrawals
If I withdraw mutual fund assets from my Roth IRA and transfer them to a taxable brokerage account, how do..
Nationwide New Heights uncapped Index annuity with Mozaic and Zebra indexes
I am being advised to put all my retirement funds in the Nationwide New Heights 12 yr uncapped index annuity..
ESPP account transfer to Roth IRA
I worked for a company with an Employee Stock Purchase Program. I have since left the employ of said company..
Robo Advisors fee comparison
I've been using for the last three years both a Robo investment company (.25%) and a % fee-based financial adviser..
What to do with inherited stocks
I AM TO OBTAIN AN INHERITANCE FROM MY FATHER THAT RECENTLY PASSED. SOME WILL BE CASH AND MOST OF IT..
401K age 55
Can I claim exemption to 401K 10% penalty if I withdraw 401K funds at age 55 and retired from full..
Roth IRA for child?
for my 16 year old grandson, is it time to start a retirement fund, also, regular IRA or Roth IRA,..
Required Minimum Distribution — which stocks to sell?
Any guidance/rules as to which stocks should be sold to comply with RMD requirements? Sell "winners" "losers" take a percentage..
Fixed Indexed annuities?
Would securing a fixed indexed annuity be a good option for a couple in their early sixties, one option has..
Roth conversion and recharacterization
I'd like to convert some money in my IRA to a Roth, as I've got some "room" before I hit..
401k investment — getting nervous
Hi Terry, I'm 50yrs old -- Given the irratic behavior of the stock market lately, should I decrease the 9%..
Regular 40l(k) or Roth 40l(k)
My daughter can contribute to a 401k pre tax and/or 401k Roth post tax at her place of employment. The..