Social Security Questions

My mother in Ohio has moved to independent living and wants to sell her house (built in 1957). It’s in..

I have heard the term deflation many times over the years, never in a good way. What exactly is deflation,..

The following video talks about banks failing due to partaking in CLOs. How should small savers protect themselves? I’m thinking..

Wife and I have income less than 42k yr. combined, our accountant 6 yrs ago (retired) said I don’t need..

When must I file IL taxes? all information still says April 15th. I have reached out to my alderman, the..

Terry, I am an American Citizen returned and living in my native homeland Ireland. Although I have always completed my..

Is $10,000 the maximum deduction allowed for the total of real estate taxes and charitable contributions? Is the standard deduction..

With contributions and income/ property tax, our deductions equalled the standard deduction. To deduct more with the additional Sr. Deduction..

Hi Terry – We are un financial ruins. We have not filed taxes for 2016, 17 or 18. We owed..

Must the inheritor of a mutual fund use the market value value of the fund on the day of transfer..

I own my home, no mortgage. My son lives with me. He has a good job. Years ago he stopped..

I am writing on behalf of my 89 year old father. He just recently did his federal income taxes and..

Hi Terry! Since I was laid off from my job of over 15 years, I’ve decided to freelance. 2 of..

I recently turned 71 and am starting my RMD’s. We made a $5,000 contribution direct to a charity. I was..

I had heard when the new tax laws went into place that the medical deductions were eliminated. I have now..

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..