Wild Card

Wild Card Questions

Donation

Hi, you already have helped me, I want to give back . I thought I would give to St Jude,..

estimated taxes

For the last 2 years I’ve had had to pay quartly estimated federal tax n my personal return. Why is..

IL tax refund

Hello , I am waiting for a taxi refund from Illinois. I checked their web site and the refund has..

Gold Silver jewelry — sell?

Is it a good time to sell gold or silver jewelry?

amended tax return

As of June 13 last year we amended our return and had no response. We call many times and the..

Gold and coins

Hi Terry, Is now a good time to sell my gold and coins? Thank you in advance!

Cost basis of inherited stock

Where or how to find cost basis of old inherited stocks

IRS EST TAX

Dear Terry, I made the mistake of forgetting to pay my estimated tax for April and June. I just realized..

Financial gifting to grandchildren

Terry, I have 4 great grandchildren and would like to gift each one $50 on their birthdays. I thought about..

Taxpayer assistance with IRS

HELP! I filed my taxes on time, with correct estimated payment for IRS convesion in December 2024. I got a..

Looking for one of your old articles.

I hear you often with John Williams. I recall you referring to an article you wrote about “Getting Banked” ...

Column on June 1st – Paper Checks to Pay Estimated and Annual Taxes

Hi Terry. In your article on June 1st in the Tribune, you discuss an executive order about the use of..

On John Williams program 1210pm

Today, Wednesday June 4 you mentioned your friends….SORE MUSCLE JELLY…..how do I get that….by the way,you are one Wonderful Woman…...

Data Protection Company

Can you recommend a data protection company? On the other hand, I’m not even sure I need one; our financial..

Treasury Note & Bill

I inherited T-bill and treasury note. Both were liquidated. What are the tax consequences? I was not related to the..

Financial Coach

My 24 year old grand daughter is a very bad money manager, do you know anyone in the Lake Geneva..

6/1 column

Been following you for years, read all your books. Terrific. Today’s column identified several ways to protect your digital “self”...

Non-spouse inherited pensions

My friend is the named-beneficiary of her ex-husband’s pension from HP. He died 2018. They will not give her a..

Accessing missing pension and 401k

I am trying to access my 401k and pension from a company that is no longer in business. How do..

Roth IRA (correction to TV comment)

Not a question but, I wouldn’t bet my life on it, but I don’t think you can move money from..

money

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