Ask Terry Archives
By Terry Savage
Changing institutions or Financial Advisers
Answered on August 12, 2026
Question regarding State of IL tax return
Answered on August 12, 2026
Inheritance for a minor – 529 plan that can beRoll Over
Answered on August 12, 2026
Chaitable deduction from 401k
Answered on August 12, 2026
You can only deduct direct contributions to a charity from your RMD if you have an IRA -- not a 40l(k). But if you are at the RMD stage you should have already rolled your old 40lk plan into an IRA. For multiple reasons. REad this: https://www.terrysavage.com/rollover-now/
Social Security
Answered on August 11, 2026
Social Security Sign up
Answered on August 11, 2026
Financial Planner fees
Answered on August 11, 2026
student loan forgiveness CMA student
Answered on August 11, 2026
IRS Refund
Answered on August 10, 2026
Social Security strategy
Answered on August 10, 2026
Parent plus loan
Answered on August 10, 2026
Social Security Survivor benefit
Answered on August 10, 2026
term life insurance – anonymous
Answered on August 10, 2026
Annuities
Answered on August 10, 2026
Names of fiduciaries
Answered on August 10, 2026
RMD’s
Answered on August 10, 2026
Mortgage & Car loan
Answered on August 10, 2026
Federal tax refund
Answered on August 10, 2026
IRS tax return
Answered on August 09, 2026
Custodian of minor’s money.
Answered on August 09, 2026
