Question: I will reach age 70 1/2 in 2010. I will have to begin withdrawing from two IRA accounts. I have sufficient income and an emergency fund and want to invest the proceeds from both IRAs. I want to pay...
I have some municipal bonds (FRFTX) that starting in Jan 07,2008 went from $12.03 to $10.08 in Dec 08, 2008. Since then it has been coming up to $12.02 by Sept 28,2009. For the last week or so it has...
Question When I started doing business with a financial planner????? In 2003, I told him of our plans, upon our deaths, of giving our money to charity. We wanted to buy land, with an old barn or barns (if possible)...
Question: WOW.. this is a great opportunity for me to ask a question I have been too embarrassed to ask a "live" person. Here it is: August 2000, I bought some U.S. Treasury "I" Bonds. Then, in August 2005, I...
Question I bond rates as of May 1 are at zero. What is the likelihood that the November change will keep them at zero? I don't want to cash my bonds but can't stay at zero for long. Thanks B....
We are a retired couple 76 years old debt free and own our home. Our medical expenses have been paid by Medicare and private insurance. We have maintained our standard of living on our investment dividends,interest, IRA required minimum distributions...
Question Should you still contribute to your 401K if your company stopped matching? Should you have both a 401K and an IRA for long term savings? Is your 401K better then a long term CD? Should you roll over a...
I am 80+ in age, and have money assets as follows: $35,000.00 in checking account $50,000.00 in short term CD's $125,000 in IRA Accout invested as follows: 75% in common stocks 20% in Treasury Bonds 5% in cash $200,000.00 in...
Question I have $35K cash that is just in a mma in my IRA, from a closed out fund- How do I get info on gov't bond investment options - any other suggestions for cash - I am 73, have...
The below answer is posted on behalf of Lynn Lawrance, MBA, CFP® Question: I have a IRA & a Roth IRA. Due to the market I have lost approx $25,000 over the past 2 yrs & was thinking of cashing...
The below answer is posted on behalf of Bragg Comer, CFP, MBA Question: I have $15,000 of after-tax, non-essential money that I would like to invest to take advantage of a recovering stock market followed by inflation over a 5-year...
Question I understand that I may have lost 1/4 of my retirement money when Lehman went under. I had bonds (notes?). I'm not sure what the proper term is? All I know is they seem to be gone. I'm told...
Good Morning, We have some Washington Mutual bonds. I was under the impression that bond holders had first shot at assets when companies went under. To date we have heard nothing concerning what we will get out of our bonds,if...
Question: I am presently retired and have a bond in my portfolio that is not set to mature till 2016 (I am assuming that naming names is not welcomed here). At present, this company is teetering on the brink, and...
Question: My current employer was purchased by another firm, and we received a severance package. So right now I have an opportunity to invest (an opportunity I won't come across again, so I would like to make the best of...
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