Ask Terry Archives

By Terry Savage

Social Security

Answered on February 28, 2024

Savings on Medicaid not Medicare

Answered on February 28, 2024

Short term place to place $600,000 for 4 or 5 months

Answered on February 28, 2024

Stocks — Terry says Don’t let this mess happen to you!

Answered on February 28, 2024

In-Service Roll Over into IRA — Terry is steaming angry at this one!!

Answered on February 28, 2024

Lottery winnings

Answered on February 28, 2024

pensions rollover

Answered on February 28, 2024

Treasury Direct bonds and 2023 taxes

Answered on February 28, 2024

Illinois Estate Tax

Answered on February 28, 2024

Inheritance

Answered on February 28, 2024

How am I sitting financially at 77 years old

Answered on February 25, 2024

Turning 73 – should I defer my first withdrawal till 2025?

Answered on February 25, 2024

City of Elmhurst (IL) widow’s pension

Answered on February 25, 2024

Goverment TSP funds

Answered on February 25, 2024

Illinois Estate Tax

Answered on February 25, 2024

401K

Answered on February 24, 2024

Teachers retirement IL – medicare advantage ppo

Answered on February 24, 2024

Required Inherited IRA Distributions

Answered on February 24, 2024

taking money from an IRA

Answered on February 24, 2024

IRA — Regular or Roth?

Answered on February 24, 2024
money

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