Ask Terry Archives
By Terry Savage
Filing taxes
Answered on January 04, 2024
401k Ticker symbol no longer avaiable
Answered on January 04, 2024
401k / HCE non-discrimination test not completed after leaving the company
Answered on January 04, 2024
Mortgage vs cash payment
Answered on January 03, 2024
Comment ….from my sister,( my older sister!)
Answered on January 03, 2024
Mortgage
Answered on January 03, 2024
Finding old savings bonds
Answered on January 03, 2024
Reinvested dividends and the “wash” rule
Answered on January 03, 2024
FINANCIAL ADVISOR
Answered on January 03, 2024
Saving money
Answered on January 03, 2024
Roth Conversion
Answered on January 03, 2024
Secure 2.0 Act. for 529 Plan IRA Deeposit
Answered on January 03, 2024
Treasury Bills
Answered on January 03, 2024
Doctor Bob
Answered on January 03, 2024
Social Security spousal benefits — Kotlikoff answers a complicated one!!
Answered on December 28, 2023
FICO
Answered on December 28, 2023
retirement investments
Answered on December 28, 2023
Disability/ SSDI — Very Tricky Calculations!
Answered on December 28, 2023
Social Security Clawbacks
Answered on December 28, 2023
Abandoned/Unclaimed Stock Shares
Answered on December 28, 2023
