Ask Terry Archives
By Terry Savage
72 year old’s asset allocation
Answered on December 11, 2024
Medicare supplements
Answered on December 11, 2024
MEDICARE SUPPLEMENTAL INSURANCE
Answered on December 11, 2024
Medicare signup
Answered on December 11, 2024
Credit Card
Answered on December 11, 2024
Nursing/asisted living home
Answered on December 11, 2024
taxable event related to long term stock sale – any way to offset tax impact in 2024?
Answered on December 11, 2024
Youth investors
Answered on December 11, 2024
Pay off mortgage?
Answered on December 11, 2024
Medicare Premium going up
Answered on December 08, 2024
Social security
Answered on December 08, 2024
Are you talking about your Part B premium? There is an annual increase just because the cost goes up every year. But if you earned too much in the previous year, you will pay a higher Medicare Part B premium based on your income. It's called IRMAA -- Here's a link to the income brackets…
Pension Payment
Answered on December 08, 2024
Trust ( Bank requesting the deed )
Answered on December 08, 2024
RMD
Answered on December 08, 2024
HELOC
Answered on December 08, 2024
Annuity
Answered on December 08, 2024
401K
Answered on December 08, 2024
Medicare Part D
Answered on December 08, 2024
Turning 65
Answered on December 08, 2024
IRA’s
Answered on December 08, 2024
