Ask Terry Archives
By Terry Savage
Mortgage payoff?
Answered on December 31, 2021
Inherited money
Answered on December 31, 2021
Cashier check
Answered on December 31, 2021
Capital Gains and 1031
Answered on December 31, 2021
CP-80 IRS Notice
Answered on December 31, 2021
RMD — Terry’s Error on WGN calculation
Answered on December 31, 2021
RMD and Buying physical gold
Answered on December 30, 2021
How to take my pension without being taxed
Answered on December 30, 2021
Emergency fund in Vanguard muni bonds?
Answered on December 30, 2021
Collection from a debt collector that I do not recognize
Answered on December 30, 2021
Transfer money
Answered on December 29, 2021
Public loan forgiveness vs consolidation
Answered on December 29, 2021
IRA mandatory disbursement
Answered on December 29, 2021
Selling a mutual fund
Answered on December 29, 2021
Deferred comp
Answered on December 29, 2021
Index Funds
Answered on December 29, 2021
Federal tax refund
Answered on December 29, 2021
Social security benefits at 62 — Heed Terry’s Warning!
Answered on December 29, 2021
Tax requirements for irrevocable trust — Terry Challenges Questioner!
Answered on December 28, 2021
IRS letter indicating ‘We haven’t received your tax return’ Terry gets IRS answer!
Answered on December 28, 2021
