Ask Terry Archives

By Terry Savage

Mutual Funds Terry: Depends on your age

Answered on June 14, 2022

IRA — Terry: Sell Half!

Answered on June 14, 2022

POA and Fiduciary agreement

Answered on June 14, 2022

Our Federal Tax 2021 Refund

Answered on June 14, 2022

RMD — take now or wait?

Answered on June 14, 2022

Retirement Timing

Answered on June 14, 2022

Investments

Answered on June 12, 2022

Transfer of Assets

Answered on June 12, 2022

Withdrawing for 401k

Answered on June 12, 2022

Lack of Withholding Tax on paycheck for retiree

Answered on June 12, 2022

Home sale

Answered on June 11, 2022

cd rates

Answered on June 11, 2022

death benefit

Answered on June 11, 2022

No bankruptcy, u sed call these other guys, who was that

Answered on June 11, 2022

IRA’s

Answered on June 11, 2022

RMDs and QCDs

Answered on June 11, 2022

Help on saving retirement funds

Answered on June 09, 2022

Early IRA Withdrawal

Answered on June 09, 2022

Seniors COLA (cost of living adjustment for 2023

Answered on June 09, 2022

Moving % of 401K to Money Market

Answered on June 09, 2022
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