Ask Terry Archives
By Terry Savage
Series I Bond
Answered on December 31, 2022
How much can my portfolio loose
Answered on December 31, 2022
Retired from job. What to do with the companies 401k plan.
Answered on December 31, 2022
IRMAA adjustments
Answered on December 31, 2022
Trusts
Answered on December 31, 2022
Money investment
Answered on December 31, 2022
Interest on savings bonds
Answered on December 31, 2022
529 Designation
Answered on December 31, 2022
Financial Advisor Fees
Answered on December 31, 2022
Home Identity Theft Concern – Update
Answered on December 31, 2022
Follow up question to Roth 401k conversion
Answered on December 31, 2022
Vanguard Roth IRA
Answered on December 31, 2022
Will versus Trust
Answered on December 31, 2022
T Bills
Answered on December 31, 2022
If you're looking for safety and high rates, you could buy 6-month Treasury Bills. But your money is tied up for 6 months, so maybe leave a bit in a money market account for emergencies. Read this: https://www.terrysavage.com/t-bills-beat-cds/
WGN question on Savings
Answered on December 31, 2022
Roth Conversion Calculation to Avoid IRMAA
Answered on December 31, 2022
2021 Tax, Dependent.
Answered on December 31, 2022
CD and T-Bills
Answered on December 31, 2022
Mutual funds
Answered on December 31, 2022
Calling irs to set up payments have tried for 4 days on hold over 2 hours each day only to be hung up on
Answered on December 31, 2022
