Ask Terry Archives

By Terry Savage

Waiting for tax refund

Answered on July 17, 2021

Stock

Answered on July 17, 2021

Taxes on home sale

Answered on July 17, 2021

I seriously doubt you will owe ANY capital gains tax or any other tax on the sale of the house. I don't know what your cost was, but the first $250,000 of gains is tax free! So unless you bought it for much less, I wouldn't worry about taxes. And the current max rate on…

Child tax credit

Answered on July 17, 2021

Savings Plan for Grandchild

Answered on July 17, 2021

Fixed annuity

Answered on July 17, 2021

3rd Stimulus not Received

Answered on July 17, 2021

Fiduciary Shares VS Class A or Class C in AMERICAN FUNDS

Answered on July 17, 2021

2019 Tax Refund

Answered on July 17, 2021

Loan from an IRA account

Answered on July 17, 2021

Debit card lost

Answered on July 17, 2021

teenager opening a Roth

Answered on July 17, 2021

Savings account at Marcus

Answered on July 17, 2021

Child tax credit and divorce

Answered on July 17, 2021

Received a fraudulent unemployed bank card

Answered on July 15, 2021

Tax refund

Answered on July 15, 2021

Social Security Disability Insurance (SSDI)

Answered on July 15, 2021

Child tax credit impact

Answered on July 14, 2021

When to take social security benefits

Answered on July 14, 2021

taking SS

Answered on July 14, 2021
money

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