Ask Terry Archives
By Terry Savage
Mom’s retirement money
Answered on May 16, 2025
Finding the right Medicare Plan at Retirement
Answered on May 16, 2025
Any Limit on Part-Time Job Earnings While on SS?
Answered on May 16, 2025
Credit card debt
Answered on May 16, 2025
Gifting money to adult son
Answered on May 16, 2025
CD vs money market
Answered on May 16, 2025
Getting ahead of future inherited annuity tax consequences
Answered on May 16, 2025
types of payments that IRS will find acceptable
Answered on May 16, 2025
Finding a New Financial Advisor
Answered on May 16, 2025
Social security windfall & Taxes
Answered on May 16, 2025
Ira conversion
Answered on May 16, 2025
Tax refund
Answered on May 16, 2025
457 plan advice
Answered on May 16, 2025
457 account
Answered on May 16, 2025
Social Security Windfall
Answered on May 16, 2025
Paying Off A Car
Answered on May 16, 2025
Follow up: New Investment from Inheritance
Answered on May 16, 2025
student loans
Answered on May 16, 2025
Rollover from 401K to IRA (?) that you discussed this week.
Answered on May 16, 2025
Selling condo
Answered on May 15, 2025
