Ask Terry Archives
By Terry Savage
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
Nationwide 457
Answered on March 15, 2022
Mistake on 2021 return electronically filed
Answered on March 15, 2022
Stimulus payments still missing
Answered on March 15, 2022
Investing in Dividend Paying Stocks
Answered on March 15, 2022
Fraud Protection on Treasury Bills?
Answered on March 15, 2022
Personal Financial Organizer Form
Answered on March 15, 2022
Investment
Answered on March 14, 2022
Credit or cash for new car?
Answered on March 14, 2022
investments too risky in retirement?
Answered on March 14, 2022
Personal Financial Organizer
Answered on March 14, 2022
retirement investments in annuities
Answered on March 14, 2022
Estate Planning Issue
Answered on March 14, 2022
Earned Income Credit
Answered on March 14, 2022
Still working at 72 — 40l(k) RMD??
Answered on March 14, 2022
How To Correct Mistake On 2020 Return
Answered on March 14, 2022
