Ask Terry Archives

By Terry Savage

Estate

Answered on December 22, 2022

Recommendations for advice

Answered on December 22, 2022

Fed rate raises

Answered on December 19, 2022

529 plan

Answered on December 19, 2022

IRS refund on unemployment income

Answered on December 19, 2022

Finding my deceased daughter’s lost 401K

Answered on December 19, 2022

Medicare Advantage

Answered on December 19, 2022

Savings bonds

Answered on December 18, 2022

Treasuries vs Brokered CDs

Answered on December 18, 2022

How to hold t bills

Answered on December 18, 2022

Investing — something new for my family

Answered on December 18, 2022

NOTICE OF IRMAA PREMIUMS 2023

Answered on December 18, 2022

Paying off mortgage with a 401k

Answered on December 18, 2022

Medicare Part B IRMAA

Answered on December 18, 2022

Parent student loan

Answered on December 18, 2022

Short term(6 months) treasury notes(?)

Answered on December 18, 2022

Deferring SS until 70

Answered on December 18, 2022

Wash Sales, 401k, IRA

Answered on December 18, 2022

Inherited IRA RMD to charity

Answered on December 18, 2022

2018 Amended Return Accepted But Haven’t Received Refund Check

Answered on December 18, 2022
money

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