Social Security Questions

Dear Terry, My sister 72 1/2 yrs old passed away in February of 2018. She had taken her RMD for..

I moved about 75k of my 457B money to a IRA to convert it over 5 years to a Roth..

The bank where I have a heloc told me I should change the collateral from my house to my investments..

Terry, I owe the IRS close to 80k between my wife and I, whats the best possible solution to resolved..

the property taxes I am paying this year , do I get to claim the itemization in January 2019. Also..

In 2015, at almost 59 years old I lost my job. I used money from my 401K plan to survive...

If I purchase a two-family home with my adult son and we are both on the deed and he occupies..

I have recently received a notice from the Department of the Treasury that they believe another person used my social..

what are the qualiforcations for senior taxexemption?

Has it been passed into law that the standard deduction on the IRS form will be doubled for the 2018..

Hi Tarry, I read your article in the UT-SD today about HEloc interest deductability. If my HELOC was originated and..

Will Social Security be taxed the same way in 2018 as it has been taxed in prior years?

Good Morning Ms Savage, I checked the IRS withholding calculator, based on your recent column in the Chicago Tribune, and..

Hi, Terry have watched you for a long time on WGN. My daughter is halfway thru her Junior year of..

I am 67 and retired 2 years ago. I am living on SS and savings so far. I paid no..

Can you talk about tax implications of rebalancing . Last time I rebalanced I got whacked hard with income taxes...

I made an IRA contribution in January of 2016 for my 2015 taxes, but it was coded as a current..

Not a question - a statement. Your column in the April 9 edition of The Denver Post w/regard to the..

Can the federal government run short of dollars, and be unable to pay its bills?

I have heard some "experts" say that if Trump is elected, most of the 401k money will be gone due..