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BERKO: Questions About QLACs (access required)

Dear Readers: Over the past seven months, I’ve received several dozen questions about a relatively new retirement product called a qualified longevity annuity contract. Though I’m not an annuity aficionado, I think this annuity may be an impressive product. Like ...

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BERKO: Gems or duds? (access required)

Dear Mr. Berko: I am 67 and divorced. I inherited 172 shares of Diageo, 287 shares of Dollar Tree, 84 shares of Ruby Tuesday and 1,783 shares of AT&T. I know your opinion on AT&T. I’ll keep it for the ...

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BERKO: REITs and Defense (access required)

Dear Mr. Berko: We seek increasing dividend income, along with conservative long-term capital growth. Our new stockbroker advises us to sell 100 of our 200 shares of Apple and all of our Vanguard Total Bond Market ETF shares. He wants ...

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BERKO: Colleges exist for sports (access required)

Dear Mr. Berko: My wife and I enjoyed your speech when you were in Syracuse, New York, last October. Your comments forever changed my investment philosophy. But your comment that “students aren’t failing their courses as much as American colleges ...

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BERKO: Trickle-down evil (access required)

Dear Mr. Berko: What’s wrong with America when the drug company and my health insurer conspired with my doctor to deny a procedure and offer an alternative medication? Why has my diesel Volkswagen been recalled? Why did my mortgage company ...

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BERKO: Oil Tax and Roth IRAs (access required)

Dear Mr. Berko: Please answer the following two questions for me. A co-worker believes that Congress wants to add a $10 tax on each barrel of oil used in the U.S. to pay for infrastructure improvement. How much would that ...

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BERKO: The New Frontier (access required)

Dear Mr. Berko: Frontier is an internet, wireline, broadband, satellite and video communications company trading at $4.75 and yielding 8.8 percent. It just bought a big piece of Verizon’s wireline business, and I think the company, with its high dividend, ...

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