Ask Terry Archives

By Terry Savage

minor child starting a Roth IRA and how that may impact college financing

Answered on June 17, 2024

IRA

Answered on June 16, 2024

Collect social security

Answered on June 16, 2024

Revocable Living Trust and attorney involvement after death of trust owner

Answered on June 16, 2024

Student loan repayment

Answered on June 16, 2024

SEP account closed in error by financial institution

Answered on June 16, 2024

How to find status of offer to compromise

Answered on June 16, 2024

Social security question

Answered on June 16, 2024

Credit ratings

Answered on June 16, 2024

Selling a house to Daughter

Answered on June 16, 2024

Financial advisor

Answered on June 16, 2024

Estimated Fed/State income taxes on SSA pension and private pensions,as well as private pensions impact on SSA pension

Answered on June 16, 2024

Sale of Baxter stock am 91 years old

Answered on June 15, 2024

What to do with an inheritance

Answered on June 15, 2024

Will and Revocable Living Trust documents online.

Answered on June 15, 2024

Joint trust after spouse’s death

Answered on June 15, 2024

Tax law question

Answered on June 01, 2024

Medicare if covered at work

Answered on June 01, 2024

Zero Coupon Certificate of Deposit

Answered on June 01, 2024

First time home

Answered on June 01, 2024
money

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