Housing / Real Estate Questions
How to Find a Good Tax Preparer
Over the past 9 years, I have had 5 different CPAs/Registered Agents to prepare the tax returns for an irrevocable..
remortgage or refi or anything else?
Hi Terry Just watched your segment and my wife and I hoping you could help. We have a great 15..
Reverse Mortgage — loan is more than house is worth now
My wife’s mother is 89, living in a house with a reverse mortgage. The loan balance is way more than..
Capital gains
Hi Terry. All HR Block offices are temporarily closed by me. Tried asking Realtor Attorneys but they won’t answer a..
mortgage
Hello, my husband and I just recently purchased a home, is there something that we need to keep focused on..
Taking out a Reverse Mortgage
Hi Terry, I’m considering a Reverse Mortgage. I’ve been doing my reading and evaluating. I’ll be meeting with an agent..
Heloc at age 55
I’m curious the best time to consider a HELOC. I’m 55 years old and bought my home in 2015 due..
Reverse Mortgage
I’m an 80 year old widow. I’ve been thinking about taking out a Reverse Mortgage. The house is paid for...
Mortgage title
My wife and I jointly own a condo with 4 years left on mortgage. She passed away last year. Should..
Home Equity Loan
Is a home equity loan a good idea?
Borrow from 401K for condo purchase
On your WGN segment this morning, you stated that it was a very bad idea to borrow from a 401K..
Sell house or rent it?
Should my wife and I sell the house we are downsizing out of and invest the money in the stock..
House taxes
Good Morning! Husband and I bought a house in the south suburban area 3yrs ago and we have noticed that..
Purchase Manufactured Home?
Dear Terry: We live in the Pacific Northwest (Columbia Gorge) where housing prices are above national average. The mobile home..
Tax rate on 401K withdrawals to buy7 house
If I take out $150,000 dollars from my 401K to put a down payment on a house and I’m only..
identity theft and property
Hi Mrs Savage, you have helped me before , my house is paid for and i keep hearing that someone..
Early IRA Withdrawal
Hi Terry, In order to avoid having a sale contingency on my new home purchase, I would like to withdraw..
Paying off our mortgage before retirement
Hi Terry, I’m retired and my wife is still in the work force. We only have about $14,000 or less..
Capital Gains on sale of a house
A friend in Seattle, working for Walgreens, take a new position with Walgreens in late 2020 that causes her to..
Withdraw from IRA to pay mortgage
I’m 74 & a widow, have teacher’s pension (106,000.), 400,000 in IRA with TRowe, mortgage balance is 202,000. Should I..