Investments Questions
Asset Location — tax-deferred or taxable?
Hi Terry, I was wondering if you could please answer an asset location question for tax efficiency during retirement. I’m...
What ETF should I invest IRA in?
I have a Roth IRA account that I'm starting to put money in and wanted to know your thoughts on...
Silver
I have some money that I would like to invest (about 50K), and I'm looking for a somewhat "quick" return...
401K — what to do when leaving job?
My daughter is leaving her company after 9 years. What should she do with her 401K account? Withdraw it (probably...
Commercial Mortgage Bridge Loans
Financial Planner Jordan Goodman was recently on WGN's Steve Cochran's radio show touting the benefits of commercial mortgage bridge loans....
Pending Fed’s rate increase and investment strategy
I'm a fan of your no nonsense approach to savings and investments. I'm a very small investor, but after taking...
Variable annunity
My financial advisor put 300000 dollars of my retirement money into a variable annunity , should I not have been...
giving stock broker total control
My husband and I have been customers of this person for about 20 years and we have done well by...
gold
what percentage of an investment portfolio should be in gold? And should i buy gold coins or gold stocks? Thank...
Illinois College Savings Bonds
Terry, I hold a number of Illinois college savings bonds. They are beginning to mature this year and each subsequent...
Investing and commissions
Hi Terry, I was wondering if you know of any rules of thumb as far as a recommended minimum purchase...
proper fee based financial planner compensation
Terry, thank you for taking this. We have begun reading your column in the new sunday Harrisburg,pa patriot news financial...
duplicate copy of annuity
Hi Terry, My husband bought an annuity in 1994 (flexible premium tax deferred annuity). He can't find the policy and...
Bonds
Dear Ms. Savage, I am writing concerning your article on bonds a few weeks ago. We are retired and have...
allocation mix
With 2-4 years before retirement, approximately $1million in investments, I am being told my asset mix should be 65% stocks/35%...
Buying Stock on my own
I'm 73, divorced, comfortable pension & collect Social Sec. I am now interested in buying stock in Walgreens because of...
Core holding S&P 500?
Hi Terry, I'm might have missed your answer, but you had mentioned making the S&P Index Fund a core holding...
Closed End Municipal Bond Funds — sell?
I have owed a few of these for many years. They represent about 4% of my total portfolio. My financial...
Broker’s suggested purchase for IRA
Will be 70 yo this November. Have IRA with various funds/stocks. Advisor suggests a sell of GRIT120 shares and use...
Variable annuity
I am 69 and put some of my money into a variable annuity. It does not seem to be making...
