Ask Terry Archives

By Terry Savage

What can I do with an rmd I don’t need.

Answered on February 25, 2023

Borrowed money

Answered on February 25, 2023

Estate planning help

Answered on February 21, 2023

Estate Planning

Answered on February 21, 2023

Qualified Longevity Annuity Contract? Good idea?

Answered on February 20, 2023

Taking Social Security Before Full Retirement Age

Answered on February 20, 2023

T bill in an IRA?

Answered on February 20, 2023

Federal taxes

Answered on February 20, 2023

401k switched to a Roth ?

Answered on February 20, 2023

Interest rates

Answered on February 20, 2023

Ira standard vs Roth

Answered on February 20, 2023

Tbill interest

Answered on February 20, 2023

Credit card debt, investments and foreign exchange

Answered on February 20, 2023

T-Bills – 4 or 8 week or longer?

Answered on February 20, 2023

Refinancing a private student loan

Answered on February 20, 2023

Retirement

Answered on February 20, 2023

Remodel or Tear down

Answered on February 20, 2023

Medical insurance on car insurance policy

Answered on February 20, 2023

Trust

Answered on February 20, 2023

First, please watch this short video: https://www.terrysavage.com/wp-content/uploads/2022/10/Terry-Talks-Wills-Trusts-Estate-Planning.mp4 If you are in Illinois, I recommend the law firm of Kerry Peck, mentioned in the video. https://www.peckbloom.com/kerry-peck.htm If you are not in Illinois (will or trust must be created in the state of residence) search using this link: https://search-attorneys.com/ It is the website of the American Academy…

I- bonds

Answered on February 17, 2023
money

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