Chicken Money Questions
Tax and penalty consequences of cashing in EE Savings Bonds several years after their full maturity date.
Terry, I enjoyed your informative article dated 11-22-15 re "...cashing in savings bonds." In addition to the federal income tax...
Chicken Money
After a lifetime of saving, I have $300,000 in ''chicken money,'' other investments, and a pension. Like everyone, I am...
what to do with idle cash
I have cash which I will not be using for a long time. What do I do to make it...
Does delaying Social Security pay off if I am retired with no Social Security wages?
I retired 20 months ago at age 63. My full retirement age is 66. I have not applied for Social...
Changing Savings Bonds Beneficiary
My dad owns savings bonds naming my uncle as the beneficiary. My uncle recently passed away. How can he change...
Series I Savings Bonds
Calculated Value of Your Savings Bonds (treasurydirect.gov/.SBC/Price) does not list the interest rate for Series I bonds anymore. Why? Thanks....
safe investment for cash from home sale
I am a 60 year old widower just sold my house and have 150000.00 to invest. Im on social security...
Ads for high rate CD Offerings
Terry, We often see advertisements in the Chicago Tribune from Sun Cities Financial Group offering higher yield short term CD...
CD rates!
Hi Terry, What's your advice please! BMO-Harris Bank just started offering a new CD rate of 2 %, APR, for...
Short-term Commercial Real Estate Loans?
Hi Terry, know you're very busy! But what's your advice on short-term Commercial Real Estate loans? WGN has Jordan Goodman...
US Savings Bonds
I have some US Savings Bonds that will mature as early as June and another group later this year. Am...
Commercial Mortgage Bridge Loans
Commercial Mortgage Bridge Loans came to my attention on Steve Cochran's show. I am 74, very recently widowed, and nervous...
protecting my retirement funds
I need regular withdrawals from my IRA to supplement my social security living expenses. How can I safeguard my IRA...
Looking to invest 28k for 1 to 2 years
Hi Terry, I have 28k I would like to invest for up to 2 years with the least amount of...
High Investment return — no risk?
Hi Terry, I recall you being on a radio segment in November or December speaking about gaining 6 or 7...
Savings Bonds
Terry, First off, Happy New Year to you. The questions below are for my mother who doesn't have internet and...
savings bonds 30 year
terry i have 3 or 4 savings bonds that are due this month 30 year ones that are earning 5...
Compound intrrest
Hi Terry. is $150,000 in one account with an interest rate of 5% the same as having $150000 spread out...
MINOR’S SAVING ACCOUNTS
Do you know of any banks that offer some incentive for opening a minor saving account. I know Marquette bank...
Replacing Lost Savings Bonds
Greetings, I recently read an article of yours in the Chicago Tribune on Sunday, November 22, 2015. I was wondering...
