Ask Terry Archives
By Terry Savage
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
401k in one place ?
Answered on December 28, 2021
Retirement money — belongs to HER!
Answered on December 28, 2021
I bonds
Answered on December 28, 2021
Savings Bonds Redemption
Answered on December 28, 2021
Funds from sale of home
Answered on December 28, 2021
Business Investing
Answered on December 28, 2021
IDES
Answered on December 28, 2021
Financial Suggestion
Answered on December 28, 2021
Charitable gifts for 2021
Answered on December 28, 2021
IRA rollovers Roth
Answered on December 26, 2021
paying off my mortgage
Answered on December 26, 2021
Retirement
Answered on December 26, 2021
