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2008-05-15 Personal Investment & Financial Planning - CD's: There are broker sold CD's at institutions such as Schwab, Fidelity, etc, however, their rates are typically not as good as bank direct CD's. Another option is a bank money market account which does not...
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2008-05-15 Personal Investment & Financial Planning - CD's: Hi, Sallie Since you did not specify what kind of risk, I assume you want the safest one, which is any saving account, CDs, or US Saving Bonds. However, you said six months, then saving account is...
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2008-05-15 Retirement Planning - Roll over cash balance Plan: Dear Rodger, There are two things that you should not want to do: leave the funds where they are, and move the money to the new employer's 401(k). You may not have control over the first, but you...
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2008-05-15 Personal Investment & Financial Planning - UTMA Distributions: When you request $$ to be paid to the custodian you are required to sign an affidavit stating the $$ is going to be used for the minors benefit. Once the institution has this signed affidavit they have...
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2008-05-15 Retirement Planning - Pension Plan Rollover to IRA: Steven, thanks for your question. It is obviously not great to hear about your troubles with the investment company. Unfortunately, there is nothing that myself or many people can do. You can carry your...
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