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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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