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
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