Ask Terry Archives
By Terry Savage
Conversions to ROTH over and above RMD
Answered on April 09, 2023
Health savings account and taxes
Answered on April 09, 2023
IRA consolidation?
Answered on April 09, 2023
Social Security
Answered on April 09, 2023
SS errors
Answered on April 09, 2023
social security
Answered on April 09, 2023
cc debt and student loans
Answered on April 07, 2023
Bank Risk Mgt.
Answered on April 07, 2023
t bills
Answered on April 07, 2023
Brokerage account idle money
Answered on April 07, 2023
Someone used my granddaughters social security number
Answered on April 07, 2023
Whew. I don't really have the answer to this. Let me give this some thought. First, You've reported it to the IRS. She doesn't file taxes, but they will give her a PIN to protect her SS#. Contact the Taxpayer Assistance office at IRS.gov -- there must already be a file. Second, take all the…
Dollar stability
Answered on March 29, 2023
RMD
Answered on March 29, 2023
Invest in gold or buy CD’s
Answered on March 29, 2023
tbills
Answered on March 29, 2023
Money Market Fund
Answered on March 29, 2023
IRA Contribution
Answered on March 29, 2023
Invest or spend
Answered on March 29, 2023
gifting a treasury note
Answered on March 29, 2023
Owe IRS back taxes
Answered on March 29, 2023
