Ask Terry Archives
By Terry Savage
Best Dividend Stocks
Answered on May 07, 2024
Estate Planning
Answered on May 07, 2024
cost basis
Answered on May 03, 2024
Savings account not in name of trust
Answered on May 03, 2024
Simple IRA through work
Answered on May 02, 2024
Investing
Answered on May 02, 2024
Illinois state taxes refund
Answered on May 02, 2024
Tax refunds not being sent
Answered on May 02, 2024
Credit card written off
Answered on May 02, 2024
Cash out I-bonds from a few years ago…….exchange for something better……..
Answered on May 02, 2024
I Bonds
Answered on May 02, 2024
ETFs vs Mutual Funds
Answered on May 02, 2024
Trusts and Wills
Answered on May 02, 2024
Tax Refund
Answered on May 02, 2024
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
