Ask Terry Archives

By Terry Savage

SS Benefits — better off divorced?

Answered on March 22, 2025

Investing

Answered on March 22, 2025

401k Options

Answered on March 22, 2025

Real Estate Planning

Answered on March 22, 2025

Spousal benefit

Answered on March 22, 2025

First year with RMDs, need tax help, in western suburbs

Answered on March 22, 2025

Should I file for Social Security now

Answered on March 22, 2025

Financial help for medical bills

Answered on March 22, 2025

Pension Rollover

Answered on March 22, 2025

Roth IRA

Answered on March 22, 2025

durable power of attorney

Answered on March 22, 2025

Social Security

Answered on March 22, 2025

Cashing in 2003 I-bonds

Answered on March 19, 2025

Medicare Choices after job loss

Answered on March 19, 2025

Rollover IRA to a Fixed Income Annuity

Answered on March 19, 2025

Doing a Roth Conversion in an up or down market

Answered on March 19, 2025

401K IN THE TSP

Answered on March 19, 2025

Required withdrawal from 403b

Answered on March 19, 2025

Personal Financial Organizer

Answered on March 19, 2025

Old Currency

Answered on March 19, 2025
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