Ask Terry Archives

By Terry Savage

A New Retirement Strategy working toward zero taxes at retirement and not just Roth’s

Answered on February 27, 2023

Investment

Answered on February 27, 2023

No pension, Roth/Trad. IRA

Answered on February 27, 2023

Legacy CGA

Answered on February 27, 2023

Update trust

Answered on February 27, 2023

taxs

Answered on February 27, 2023

IRS enforcement raids???

Answered on February 27, 2023

Distribution

Answered on February 27, 2023

Gifted money

Answered on February 27, 2023

Take out 401K money to pay off mobile home

Answered on February 27, 2023

Retirement

Answered on February 27, 2023

Investment advice

Answered on February 27, 2023

T Bills

Answered on February 27, 2023

RMD from Roth 40l(k)?

Answered on February 27, 2023

T-bills

Answered on February 27, 2023

T bills and debt ceiling

Answered on February 27, 2023

Investment with my yearly bonus

Answered on February 27, 2023

I bond- should I cash and repurchase?

Answered on February 27, 2023

Long term care –how to purchase?

Answered on February 27, 2023

6-month Treasury bills?

Answered on February 27, 2023
money

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