Wild Card Questions
gift taxes
I gifted my granddaughter money from sale of my condo in 2024, I know I ,,must file a 790 form,my..
Close to retirement
How many years from retirement do you consider close?
How proposed tariffs impact me
I’m retired have a good livable pension, my Lexus vehicle is 9 yrs old, still good condition, 120,000 miles…should i..
Tarriffs
Your article this morning on the effects of a tariff war was excellent and it truly helped my understanding. The..
recent tariffs imposed on other countries
how will this affect our buying power and do you think this will lead to inflation
Some way to share wealth without losing principal
I get extra $$ (about $2000) each month, and want to “loan” it out for good use. Something like micro-lending,..
Transfer or gift money what is the best tax way?
My sister is in a self-pay nursing home. They do not take Medicaid. I made the commitment to split this..
Capital gain
Hi, I am sitting on close to a million dollars in capital gains, mainly stock value increase. How can I..
Question about a 1099-C form
Hi Terry, I am not sure if you will be able to answer my question, but maybe you will be..
tariffs
Just read your newsletter re: Trump tariffs. As usual I’ve always enjoyed being on your mailing list . My question..
Link card
My link card got hacked.is there anyway I can get my money back on my link card?
Economy
How long before an economic downturn? I’m thinking about three to six months. Do you think the economy is in..
Irvin Porcupine Gold Mines Limited Stock Certificate
Good afternoon. Our family has recently come across a Stock certificate in our grandparent’s papers that we are trying to..
IRS overdue tax refund
Hi Terry, Enjoy listening to you on WGN. I am contacting you on behalf of my 87 yr old mother..
Chaos in DC
Hello Terry, I’ve watched you on WGN for years. Hoping you can give me the best advice to weather the..
Turbo Tax RMD Error
I’m wondering if you have been getting questions about TURBOTAX’s treatment of RMDs. It has always been that if one..
Treasury Direct accounts safety from Musk?
In light of what is going on with Elon Musk poking around the US Treasury, do you think Treasury Direct..
DOGE and the federal government’s payment system
Terry, I’ve followed you for years and often catch you on WGN radio. I’ve referred you to friends, as I..
tax deduction
I am considered a self employed contractor where I work part time. I work for an LLC, an Amish owned..
Gold
Hi Terry, Do you have any recommendations on any good local gold jewelry appraisers/buyers? Thanks