Ask Terry Archives
By Terry Savage
Required minimum distributions — Can I put it back??
Answered on March 20, 2022
capital gains on inherited investments
Answered on March 20, 2022
transferring money from one IRA Fidelity mutual fund to another IRA Fidelity mutual fund
Answered on March 20, 2022
Health Insurance premiums as a tax deduction
Answered on March 20, 2022
Taxes
Answered on March 20, 2022
Child tax credit
Answered on March 20, 2022
Taxes on homeowners insurance money?
Answered on March 20, 2022
401k
Answered on March 20, 2022
Affordable care act and SS impact
Answered on March 20, 2022
Amazon stock.
Answered on March 20, 2022
IRA account RMD
Answered on March 20, 2022
Retirement fears
Answered on March 20, 2022
Taxes
Answered on March 20, 2022
Living paycheck to paycheck/retirement
Answered on March 20, 2022
What to do with gifted money for children
Answered on March 20, 2022
I Bonds
Answered on March 20, 2022
Yes, you can give each recipient up to $10,000 in I-bonds. Here's what the TreasuryDirect.gov says specifically: The purchase amount of a gift bond counts toward the annual limit of the recipient, not the giver. So, in a calendar year, you can buy up to $10,000 in electronic bonds and up to $5,000 in paper…
401K allocation
Answered on March 17, 2022
Investments after cashing savings bonds
Answered on March 16, 2022
EE Series Savings Bond
Answered on March 15, 2022
Pension Election
Answered on March 15, 2022
