Ask Terry Archives
By Terry Savage
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
Combing Roth IRA money
Answered on May 18, 2022
I Bond — can rates go down?
Answered on May 16, 2022
Id.me
Answered on May 16, 2022
financial advisors
Answered on May 16, 2022
Credit Cards
Answered on May 16, 2022
Capital Gains on sale of a house
Answered on May 16, 2022
Illinois unemployment
Answered on May 16, 2022
401K options
Answered on May 16, 2022
Withdraw from IRA to pay mortgage
Answered on May 16, 2022
I bond ownership
Answered on May 16, 2022
i-bond Limits
Answered on May 13, 2022
Medicare
Answered on May 13, 2022
