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By Terry Savage

annuities

Answered on May 16, 2025

Coverdell ESA vs 529

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Ltci insurance

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Retirement investments

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Investing Roth IRA

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Money market

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Investments for total safety

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Spousal benefits

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Primary Residence and Taxes

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Mom’s retirement money

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Finding the right Medicare Plan at Retirement

Answered on May 16, 2025

Any Limit on Part-Time Job Earnings While on SS?

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Credit card debt

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Gifting money to adult son

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CD vs money market

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Getting ahead of future inherited annuity tax consequences

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types of payments that IRS will find acceptable

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Finding a New Financial Advisor

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Social security windfall & Taxes

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Ira conversion

Answered on May 16, 2025
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