Ask Terry Archives
By Terry Savage
stocks
Answered on May 02, 2024
401K conversion to an IRA
Answered on May 02, 2024
529 college savings
Answered on May 02, 2024
Gift Tax
Answered on May 02, 2024
You obviously know you can give away up to $12.92 million in your lifetime, without impacting your lifetime limit for estate tax purposes. But with a gift this size, suggest you file a gift tax return with the IRS. Read this for details: The Gift Tax Made Simple - TurboTax Tax Tips & Videos (intuit.com)
WEP in Social Security
Answered on May 02, 2024
I bonds
Answered on May 02, 2024
IRS
Answered on April 29, 2024
EOBs — Drowning in Paperwork!
Answered on April 29, 2024
HELOC vs savings account
Answered on April 29, 2024
Investment
Answered on April 29, 2024
HOME TRANSFER
Answered on April 29, 2024
T-Bills
Answered on April 29, 2024
Reinvesting RMD’s in a Roth IRA
Answered on April 29, 2024
How to claim an old CD
Answered on April 29, 2024
Long term care insurance
Answered on April 29, 2024
Medicare choices
Answered on April 29, 2024
Rollover
Answered on April 29, 2024
negotiated credit card debt
Answered on April 29, 2024
Medicare payment timing
Answered on April 29, 2024
Social Security benefits increase
Answered on April 29, 2024
