Ask Terry Archives
By Terry Savage
Gifting money to adult son
Answered on May 16, 2025
CD vs money market
Answered on May 16, 2025
Getting ahead of future inherited annuity tax consequences
Answered on May 16, 2025
types of payments that IRS will find acceptable
Answered on May 16, 2025
Finding a New Financial Advisor
Answered on May 16, 2025
Social security windfall & Taxes
Answered on May 16, 2025
Ira conversion
Answered on May 16, 2025
Tax refund
Answered on May 16, 2025
457 plan advice
Answered on May 16, 2025
457 account
Answered on May 16, 2025
Social Security Windfall
Answered on May 16, 2025
Paying Off A Car
Answered on May 16, 2025
Follow up: New Investment from Inheritance
Answered on May 16, 2025
student loans
Answered on May 16, 2025
Rollover from 401K to IRA (?) that you discussed this week.
Answered on May 16, 2025
Selling condo
Answered on May 15, 2025
Social Security benefits
Answered on May 15, 2025
Roth Ira
Answered on May 15, 2025
Dow –correction!
Answered on May 15, 2025
end of life plan
Answered on May 15, 2025
