Wild Card Questions
Federal tax refund
Hi Terry, 2025 was the first year both my husband and I had income from our retirements. We were very..
IRS tax return
My husband and I filed our income tax form and we have over $17,000.00 owed to us (my husband over..
tranferring large sum of cash from Europe to US
Hypothetical inquiry, Terry. I have a substantial number of entries in a charity raffle supporting amateur athletics in Ireland. the..
gifts to family
I’m getting conflicting information and would like your thoughts on this subject. We wrote a check to our daughter on..
Recommended CPA
Hi Terry, I will be 62 at the end of the year and plan to retire then or Feb 2027..
Value of old Pensions
Hi, I had 3 different jobs when I was in my late 20’s & early 30’s that had pension plans..
Thank You
I’m 65 and have always lived in the Chicago area. I remember watching you on the evening news and always..
Series E Savings Bond
I tried to cash two series E savings bond (1977) at Bank of America. They were unable to “scan” them,..
Tax reduction
Without moving, how can I reduce what I pay in taxes? RMD is taxes, social security is taxed, dividends and..
Trump account and ira
Caught part of your time on WGN. Can I transfer from my ira to a trump account for my grandkids..
Safe deposit box
Bank closing safe deposit box. What do I do with gold coins?
Social security retirement benefits and taxes deducted
I turned 70 and now started receiving my social security benefits. I still work full time and what I want..
What to do with $10,000
I have managed to squirrel away $10,000 in the past year and need advice on where to put it. I..
Pension
Hello Terry, I’m a 48 yr old parent of 4. I work for the Secretary of State and they offer..
Medicare taxes
I need to increase my federal taxes fo my social security checks. What’s the correct website to go on?
Safe deposit box closing, now what?
Safe deposit box closing now what?
Trump Accounts
I read your article in today’s Tribune re: Trump accounts for children. It says these accounts can be open for..
Trump account
Aside from the name of it and who it’s from, financially what do you think of the trump account? I..
WGN and you
Has something changed in programming with you on Wednesdays?
Solitaire
Terry has said at times a way for seniors to make a little extra cash is playing solitaire games on..