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