Ask Terry Archives

By Terry Savage

Health insurance subsidy based on income

Answered on March 29, 2022

roth or 401K contribution?

Answered on March 29, 2022

Acorn accounts for grandkids

Answered on March 29, 2022

Moving 401K to new employer

Answered on March 29, 2022

E Bonds I Bonds

Answered on March 29, 2022

Investing money in stocks

Answered on March 28, 2022

Tax refund

Answered on March 28, 2022

Mother as dependent on tax form

Answered on March 28, 2022

Well, that's a shame. Because you missed a lot of deductions over the years! It's really very simple. Where it says "dependents' you simply "claim her" as one dependent, since you contribute more than half her support during the year by providing housing and food and other unpaid care. And if she has been on…

Social security and teacher retirement system

Answered on March 22, 2022

Social Security retirement benefits for a widow

Answered on March 22, 2022

Retirement Savings and Real Estate

Answered on March 22, 2022

Turbo Tax & privacy

Answered on March 22, 2022

Financial saving money

Answered on March 22, 2022

401K ROLLOVER to get better choices

Answered on March 22, 2022

Federal school loan from defunct school

Answered on March 22, 2022

Zelle reportable?

Answered on March 22, 2022

Advance Child tax Credit payment

Answered on March 22, 2022

Treasury I Bond Purchase Limits

Answered on March 22, 2022

Moving IRA money to cash

Answered on March 22, 2022

W-2

Answered on March 22, 2022
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