Ask Terry Archives
By Terry Savage
Roth conversion now?
Answered on January 21, 2020
Medicare Advisor
Answered on January 21, 2020
IRA for spouse working part time?
Answered on January 20, 2020
establish my own credit after 30 yrs of marriage
Answered on January 20, 2020
Want to pay off House Mortgage rate –interest rate of 2.7% before wife retires
Answered on January 20, 2020
Is my trust impacted by new tax law?
Answered on January 19, 2020
529 College Savings Plan –How MUCH to save?
Answered on January 19, 2020
401k — When must I rollover after leaving company?
Answered on January 19, 2020
Hospital Bills
Answered on January 19, 2020
Cash Withdrawn from Account
Answered on January 15, 2020
Cashing in a Simple IRA
Answered on January 15, 2020
IRA RMDs –new rule?
Answered on January 12, 2020
Inherited money
Answered on January 11, 2020
Finding financial advisor
Answered on January 11, 2020
Cost basis Mutual Funds in a taxable account at death
Answered on January 10, 2020
Declaring disabled son as dependent
Answered on January 10, 2020
Mutual funds
Answered on January 08, 2020
Single female near retirement with low savings
Answered on January 03, 2020
Too much cash
Answered on January 02, 2020
Home Equity Line of Credit
Answered on January 02, 2020
