Investments Questions

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..

I AM TO OBTAIN AN INHERITANCE FROM MY FATHER THAT RECENTLY PASSED. SOME WILL BE CASH AND MOST OF IT..

Can I claim exemption to 401K 10% penalty if I withdraw 401K funds at age 55 and retired from full..

for my 16 year old grandson, is it time to start a retirement fund, also, regular IRA or Roth IRA,..

Any guidance/rules as to which stocks should be sold to comply with RMD requirements? Sell "winners" "losers" take a percentage..

Would securing a fixed indexed annuity be a good option for a couple in their early sixties, one option has..

I'd like to convert some money in my IRA to a Roth, as I've got some "room" before I hit..

Hi Terry, I'm 50yrs old -- Given the irratic behavior of the stock market lately, should I decrease the 9%..

My daughter can contribute to a 401k pre tax and/or 401k Roth post tax at her place of employment. The..

How can I transfer my entire investment account from a full service brokerage to a discount brokerage?

Dear Terry, I'm a 57yr man, all kids are adults, not much debt, married still working, which IRA should I..

Hi Terry, Radioaholic me heard you on the air again last nite and wanted to ask...Per the "not losing $$..

Hi Terry, Happy New Year! Im looking into transferring my current self directed IRA, which previously was under a broker..

You discussed a website on the WGN morning show a couple weeks ago where you can invest small dollar amounts..