Ask Terry Archives
By Terry Savage
paying taxes on a Roth conversion
Answered on January 02, 2020
Money market savings with checks
Answered on December 30, 2019
Cash in Retirement savings?
Answered on December 30, 2019
ROTH IRA for Senior
Answered on December 30, 2019
Help Please
Answered on December 25, 2019
How do I change the name on a SeriesE savings bond
Answered on December 24, 2019
Consolidating Annuities
Answered on December 24, 2019
Using 401K for college expenses
Answered on December 24, 2019
maximum deduction amount
Answered on December 23, 2019
Financial Retirement Status, now at age 80
Answered on December 23, 2019
Tax free gifts to children
Answered on December 23, 2019
Low to moderate risk fixed income investments
Answered on December 23, 2019
Taking out a Loan
Answered on December 23, 2019
Stocks for my portfolio
Answered on December 23, 2019
Asset Allocation
Answered on December 23, 2019
What to do with maturing CD
Answered on December 23, 2019
Why is the Sr. Deduction on federal income taxes only allowed if you take the standard deduction and not if you itemize?
Answered on December 23, 2019
401k Plan Smells “Fishy”!
Answered on December 22, 2019
Parent Plus Loan — Refi Home to Pay it off?
Answered on December 22, 2019
Car Purchase Before Year-End
Answered on December 22, 2019