Ask Terry Archives
By Terry Savage
Medicare
Answered on August 22, 2026
Debt passing 40 trillion
Answered on August 21, 2026
Fiduciary representative
Answered on August 21, 2026
Lump Sum Proceeds & Best Way To Allocate for Growth?
Answered on August 21, 2026
Personal loan
Answered on August 21, 2026
Dr. Bob
Answered on August 21, 2026
retirement
Answered on August 21, 2026
Gifts for new baby
Answered on August 21, 2026
Retirement funds
Answered on August 21, 2026
RMD – IRA strategy
Answered on August 21, 2026
retirement accounts
Answered on August 21, 2026
investments
Answered on August 21, 2026
CFP, Tax Savings, Roth Conversion
Answered on August 12, 2026
Changing institutions or Financial Advisers
Answered on August 12, 2026
Question regarding State of IL tax return
Answered on August 12, 2026
Inheritance for a minor – 529 plan that can beRoll Over
Answered on August 12, 2026
Chaitable deduction from 401k
Answered on August 12, 2026
You can only deduct direct contributions to a charity from your RMD if you have an IRA -- not a 40l(k). But if you are at the RMD stage you should have already rolled your old 40lk plan into an IRA. For multiple reasons. REad this: https://www.terrysavage.com/rollover-now/
Social Security
Answered on August 11, 2026
Social Security Sign up
Answered on August 11, 2026
Financial Planner fees
Answered on August 11, 2026
