Ask Terry Archives

By Terry Savage

Consolidation for a senior on SS

Answered on January 26, 2020

Will

Answered on January 25, 2020

Deferred comp. and taxes

Answered on January 25, 2020

Debt to Retirement – should I pay it off before retiring

Answered on January 25, 2020

Refinance Parent Plus loan to private

Answered on January 24, 2020

Debt

Answered on January 24, 2020

Stafford loans for seniors

Answered on January 22, 2020

Savings –

Answered on January 22, 2020

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Cash Withdrawn from Account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
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