Ask Terry Archives
By Terry Savage
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
Grandparents starting 529
Answered on December 08, 2024
ISP
Answered on December 08, 2024
Savings bonds
Answered on December 08, 2024
Un- filed taxes
Answered on December 08, 2024
Taking money out of an annuity account
Answered on December 08, 2024
Allowed income if you take Social Security
Answered on December 08, 2024
Older person with young children claims SS
Answered on December 08, 2024
Medicare Supplement
Answered on December 08, 2024