Ask Terry Archives

By Terry Savage

Rollover

Answered on May 30, 2025

73 IRA

Answered on May 29, 2025

Non-spouse inherited pensions

Answered on May 29, 2025

Treasury Bills

Answered on May 29, 2025

IRAs

Answered on May 29, 2025

Accessing missing pension and 401k

Answered on May 28, 2025

Mortgage paydown?

Answered on May 28, 2025

Social security early?

Answered on May 28, 2025

Roth IRA (correction to TV comment)

Answered on May 28, 2025

Student loans — daughter fraudulently obtained

Answered on May 28, 2025

Wills and trusts

Answered on May 28, 2025

Bonus and taxes withheld

Answered on May 28, 2025

Retirement

Answered on May 28, 2025

National credit phone #

Answered on May 28, 2025

Credit card d by repayment and credit score

Answered on May 26, 2025

Fixed index annuity

Answered on May 26, 2025

New ROTH IRA investments

Answered on May 26, 2025

Capitol gains on farmland being sold vs 1035 Exchange

Answered on May 26, 2025

Ex Spouse death and Social Security

Answered on May 26, 2025

the debt con you suggest

Answered on May 26, 2025
money

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