Ask Terry Archives

By Terry Savage

Debt Ceiling/T-Bills/Retirement

Answered on April 19, 2023

When to take Social Security given problems

Answered on April 19, 2023

TreasuryDirect investments

Answered on April 18, 2023

Avoid getting clobbered with property gains taxes

Answered on April 18, 2023

Municipal bonds

Answered on April 18, 2023

SS review

Answered on April 18, 2023

T-Bill Rollover

Answered on April 17, 2023

Interesting I-bond decision — buy now w low base rate but 6.89% — or wait for higher base, but lower adjustment rate!!

Answered on April 17, 2023

I Bonds before May 1st?

Answered on April 17, 2023

I-Bond Interest — pay taxes annually?

Answered on April 14, 2023

College funds for grandchildern

Answered on April 14, 2023

Moving $$ from Jackson Annuity

Answered on April 14, 2023

Income Tax Return

Answered on April 14, 2023

Buying additional Coca Cola stock vs. the Realty Income REIT for my Roth IRA

Answered on April 14, 2023

Purchasing bonds

Answered on April 13, 2023

My pension & 401 k

Answered on April 13, 2023

Treasury direct account locked

Answered on April 13, 2023

I want to buy T-Bill (Series I Savings Bonds) – Yield: 6.89%

Answered on April 13, 2023

Social Security Quality Review Letter

Answered on April 13, 2023

Money short term storeage

Answered on April 13, 2023
money

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