Investments Questions
Tax Advantages of ETF’s over Mutual Funds.
Once a person reaches 70 1/2 years of age and must start withdrawing from his/her IRA, the urgent question is:..
Stock
Have 400 shares of. Merck. And 400 shares of Altro (MO ) . They have double in price since I..
401 K – 25 Years Old
I am currently things about the way my 401 K is distributed. I have not touched it since my company..
401k
i have a 401k worth 84000.00, should i leave it alone or look for other options (ira)?
Pending Retirement with 401k in mind.
I am 60, possibly retiring between 68 and 70. What is the best investment strategy now, for my 401k, do..
INVESTMENT for a young mom
Hello Terry, I am a mother of a 3yr old going 4 on 11/02/17. I live on Paycheck-to-Paycheck but still..
Aug 21 column on Target Date Investing
Ron Surz recommends a 10 percent exposure to stocks in the period 5 years before and after retirement. What does..
Dividends in Stock Retirement Plan
I have a stock retirement pension plan with my previous company and I was wondering if the dividends from the..
Article: June 12, 2017 “Pay attention to retirement account fees”
Ms. Savage, In regard to the fiduciary rule discussed in your June 12, 2017 article, I was wondering if clients..
401k
I'll be rolling over a 401k to an investment firm, a friend suggested LPL financial. Is this a good company,..
College student — How Much to Put into 403(b) from part-time job
Dear Terry, I recently started a new job that offers a retirement (403b). I am 19 years old going to..
On Wendsday New Young Stock Investors
What was the web site that you mentioned on WGN news that new investors should check out ?
T Rowe Price and Vanguard
We are currently with a bank and previously were with Schwab. We are thinking of changing. Can you share a..
My child wants to invest
My 16 year old would like to start investing in stocks. What is the best way for him to begin..
Financial Advisor Fiduciary Duty — A Sad Story!
In May 2013, I gave Merrill Lynch an IRA worth $103,000. The VP/Senior Financial Advisor on the account was a..
New Labor Department rule concerning fees for IRA trades and broker standards
My broker has suggested that I agree to a new fee process wherein I would pay an annual percentage of..
Where to start? I need an investment primer!
Embarrassingly it's taken too long, but I need to understand what's going on with my money and figure out how..
401k expenses
My question is in regard to "Total investment expenses: 0.120% $1.20 (per $1,000 invested). .120% seems expensive on its own...
401K
Hi Terry, My company does not offer a 401K, I want to know who and where can I go to..
457b contributions
Hello Terry. Part of my retirement planning, I invest in a 457b through my employer. I have about $225,000 in..