Wild Card Questions
Permitted earnings while on SSDI
I’m sorry to bother you with this, but I’m confused by what I find online. Is it correct that I..
Children’s investment accounts
Ms. Savage, About 10 years ago, per your advice, I established investment accounts for my grandchildren. I used Stockpile. There..
Personal loan or home equity loan
I have great credit score and 135,000 equity in my home is it better for me tax wise or in..
Time share ownership
What is the best time share exit strategy?
Which inherited stocks to sell to avoid taxes?
I inherited a portfolio of stocks & mutual funds from my parents about 7 years ago. When I last sold..
Column 6/1 — class warfare?
Very disappointed in the class warfare of “the rich” who benefit so it’s easy to fill our cars/jets with gas,..
Low Income Property Tax Freeze
Is it possible to keep my Low Income Property Tax Freeze Status, despite inheriting a amount that puts me just..
irs refund
I did not put a bank account number on my IRS form and are getting money back. I received a..
Deceased Mom’s Buy-In $ from Encore Village Returned to Family
I received $42,000 from my mom’s buy-in at Friendship Village 2 years after her passing. Do I have to pay..
Financial Repression
Hi Terry, I have been hearing the term “Financial Repression” a lot lately with the New Fed chair coming in..
Property taxes – Senior Freeze
A neighbor was granted a senior freeze on her property taxes. This year, her income was greater than allowed, so..
Walgreens stock
I owned Walgreens stock and when it got purchased there was supposed to be a settlement for the medical service..
Graduation gifts for an eighth grader
My grandson will be graduating from eighth grade. Would bars of silver be an acceptable gift? And where would I..
Retirement Taxes –quarterly estimates?
The wife and I recently retired, have reached full retirement age and have a “termination pkg” through 2026. We will..
Son -21 inherited ira
I haven’t told my son yet he has an inherited IRA from his dad, my ex husband. He has three..
Buying a new car — paying cash — from which account?
I am 72 years old and want t o buy new car and pay cash. Should I withdraw from IRA..
I cash found money
I received a letter from Michael Ferrichs, Illinois state treasurer regarding unclaimed funds. Should I trust it? the website given..
Taxes for free lancer
Hi Terry— As of January 15, I began freelancing about 5–10 hours per week. I’m trying to determine the best..
Liquidating a coin collectiont
My sister & I inherited a rather large coin collection from our dad. We want to sell off the coins..
Life Insurance Payout unclaimed after 20 years!
What are deadlines for collecting Life Insurance payouts,on uncashed Payout Check issued in 1997?? What legal steps are needed,and by..