Ask Terry Archives
By Terry Savage
I Bond Beneficiary
Answered on May 23, 2022
interest on bank cd’s
Answered on May 23, 2022
Retirement
Answered on May 23, 2022
2020 Federal Tax Refund
Answered on May 19, 2022
IRA — at 82 shall I sell?
Answered on May 19, 2022
I Bond security questions
Answered on May 19, 2022
US Gov’t T-Bills
Answered on May 19, 2022
401(k) payroll contribution %
Answered on May 19, 2022
Inherited IRA
Answered on May 19, 2022
Finance a car
Answered on May 19, 2022
Financial advice
Answered on May 19, 2022
Transfering 401-K from Employer to another company
Answered on May 19, 2022
Market recovery
Answered on May 19, 2022
401(k) investments when getting close to retirement
Answered on May 19, 2022
Investments
Answered on May 19, 2022
profit sharing acct
Answered on May 19, 2022
loss of money in my 401K
Answered on May 19, 2022
leaving money to Grandkids
Answered on May 19, 2022
First of all, if you're leaving money to minors -- under age 18 in most states-- you should create a trust, and name someone as a trustee. If you don't -- the state will do that under probate laws. Second, yes, if you leave it to your grandchild, over age 18, then it is his/hers…
Gifting individuals more that $16,000 in year 2022, and the tax or financial penalty that willi incurred from the IRS
Answered on May 18, 2022
Profit from selling stocks
Answered on May 18, 2022
