Wild Card Questions
Inheritance, what to do with it
I am on disability and my husband is on social security. My Aunt left us 75,000. Should I put it..
id.me vs login.gov?
What is the difference between id.me and login.gov?
Gifting money to granddaughter
Can I invest money in T-bills as an inheritance for my granddaughter? Is a CD a better investment for her?..
IRS Laws Regarding Yearly Cash Gift to Child
Help! We are retired and last year gifted one of our sons money for a down payment on his home...
ID.Me
Help! Listen every Wednesday on the John Williams Show. I am stuck in a Treasury Direct ID Me hell. I..
Selling vs renting
I am 71, My house and 5 acres are paid off, I live in Oklahoma approximately 35 to 40 miles..
social security surprise $90
I very recently had two deposits from SSA for 90$ each. I assume one for my husband and one for..
international money transfer
Hi Terry, I need to send money annually to a family member who lives in Europe. I’ve heard banks fees..
2025 Income Tax Return NO REFUND
Everything fine until I rec’d follow up email regarding a detail for my wife (joint filing) that I can’t recall...
I BONDS and ID.me
We are having trouble with the ID.me log-in. When our I BONDS mature in May 2027 won’t they just be..
Treasure Direct ID.me login
I set up my ID.me login, however, when I got to having to take a picture of my license, it..
recent extra SS deposit
Hi- I got a $90 deposit from Social Security this week. It is not my “payday week” and I do..
Investing in my son’s company
My husband has an inherited IRA from his mother. My son is looking to purchase a small business. Our annual..
I d.me
I’ve been trying for months even before treasury direct announced the change to this new log in process to get..
short & mid-term vanguard treasury funds
My wife and I are both in our mid 80’s and have a significant amount (about 500K) of her IRA..
Two questions
My accountant retired and sold his business. He was a CPA but sold his business to a non-CPA accountant. Where..
Timeshare exit
We are at retirement age and would like to exit or cancel our timeshare with Hilton. Do you have any..
ownership time line rules for I bonds
When does the five-year clock start for an inherited I bond? I could not find any information about this on..
ID.me
I have been able to get to the very end of the procedure and then I get a screen that..
ID.me
My husband and I have an account with TreasuryDirect.gov. We knew we needed to switch to ID.me. I already had..