Investments Page 45

Investments Questions

Surrender charges on annuity

I transferred from an annuity to an IRA , The annuity took out $1,705.14 for withdrawal/surrender charge even though I..

Ameriprise Financial

I am being encouraged to invest with Ameriprise. Do you have any pluses or minuses regarding that frim?

Roth IRA –merge conversion with original Roth?

Can I merge a newly converted ROTH IRA into the Roth IRA I currently have. So in the end I..

IRA

I have 10000.00 in savings where it’s really just sitting there. I want to take some and put maybe into..

money management

What do you advise regarding using Fidelity Wealth Management service? We have an account with them for our IRAs. Thank..

SAR/SEP

I am currently unemployed after 25 years and have money in my SAR/SEP savings plan. I am single, no mortgage..

Stocks

I have no idea what I am doing with stocks, but I am interested in getting started with them. Where..

employeer 403b is closing and I can roll it over to employer sponsored 401k or an IRA

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

Annuities

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

Investing

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

Investing “extra” cash in retirement

My husband & I are in our late 70’s, healthy and active. We each have income from SS, 2 managed..

Investments while on SSDI

Due to health issues it stopped me from working, but I to receive SSDI, but it’s no where near what..

Ira and taxes

About 4 or 5 years ago i wanted to transfer my IRA to a different broker. Instead of having the..

Move 401 — lost job

Just lost my job what to do with my 401K

What fund to rollover my 401K

I have a 401K with Wells Fargo from Carson’ when it was owned by Saks and another from when it..

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..

money

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