Ask Terry Archives

By Terry Savage

I received a check for $85, 000 from the USAA and I’m wondering if it’s a Scam

Answered on February 03, 2023

403(b) rollover while working

Answered on February 03, 2023

Roth IRA conversion?

Answered on February 03, 2023

Gifting money from an IRA or 401K

Answered on February 03, 2023

Living Trust pages needed to prove trust

Answered on February 02, 2023

how long to keep records of mortgage refinancing

Answered on February 02, 2023

CD

Answered on February 02, 2023

Debt consultation

Answered on February 02, 2023

Living Trust recommendation

Answered on February 02, 2023

Divorce and 401k

Answered on February 02, 2023

series I Bond — lost my password!

Answered on February 02, 2023

TBill and I bond taxes –Correction and link to your 1099

Answered on February 02, 2023

Credit freeze

Answered on February 02, 2023

Retirement payout

Answered on February 02, 2023

Medigap Insurance

Answered on February 02, 2023

College Savings, Late To the Game!

Answered on January 29, 2023

T-bills at maturity

Answered on January 29, 2023

Debt consolidation

Answered on January 29, 2023

almost 80 and where to put cash

Answered on January 29, 2023

Series I Bond interest posting

Answered on January 29, 2023
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