Ask Terry Archives

By Terry Savage

Treasury Series I Bonds Gift to a Grandchild

Answered on March 12, 2023

House Deed & 2022 Real Estate Taxes

Answered on March 12, 2023

Cryptocurrency

Answered on March 12, 2023

suspending a 401K contribution or stopping all together

Answered on March 12, 2023

Gold

Answered on March 12, 2023

Obtaining a Court Order to get bank checks?

Answered on March 12, 2023

Payoff Rental Property Mortgage Early or Invest the money in stocks

Answered on March 12, 2023

529 to Roth IRA

Answered on March 12, 2023

TODI vs Trust

Answered on March 12, 2023

Tax on Conversion of IRA to ROTH

Answered on March 12, 2023

VWEHX

Answered on March 12, 2023

T-Bills

Answered on March 12, 2023

Leftover 529 money

Answered on March 11, 2023

Tax question regarding having two residences in two different states

Answered on March 11, 2023

Making an account on TreasuryDirect in order to purchase an I-Bond

Answered on March 11, 2023

My credit card was cancelled

Answered on March 11, 2023

IRA or 40l(k) — beneficiary

Answered on March 11, 2023

150k investment

Answered on March 11, 2023

Saving for daughter’s education

Answered on March 11, 2023

I bond beneficiary

Answered on March 11, 2023
money

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