Wild Card Page 143

Wild Card Questions

Life Ins TCA accounts

Is the Metlife TCA account good for a 70 year old beneficiary?

tax deductions for two families?

Hi I remarried and never divorced former spouse and am fully supporting my ex and my 2 children with her….can..

Saving money for a child

Hello Terry! I have a 5 year old who I have successfully started showing and encouraging to save any coins..

stock purchase cards ,fragmented stocks

where can I purchase these stock cards for my grandchildren to teach them about investing?

Change in our beneficiaries

My wife and I are in our late 50s with no children, no debt, our funeral paid off and a..

Estate planning

Where/how do I find a estate attorney that I can trust?

Moving Abroad in Retirement

I’m 56, and took early retirement from my company after 27 years. I chose a 100% survivor benefit option that..

Deduct both ABLE and Bright Start contributions on Il return?

Hi Terry, I see IL will allow deduction/subtraction on 2018 Taxes for 529A (ABLE) plans for disabled persons. If we..

retirees co-habitation

On your WGNTV appearances, you mentioned a book/pamphlet with guidelines for retirees planning to live together. How do I get..

How to buy gold and silver

how and where is the best place to buy gold or silver. is it better to buy silver over gold..

Personal Financial Organizer

Please forward to my email a copy of your Personal Financial Planner

Deceased Parent’s IRA

Hi, I received a check $8,647 that was the remainder of my mom’s IRA with IVY (Waddell and Reed). No..

Is sale of a business income for Roth purposes?

I am selling my small business. The buyer is paying me in 2 installments over a two year period. I..

Trust fund for a minor

I would like to know how to set up trust funds for my grandchildren. Something that my wife and I..

Where did the kids money go? Divorce info needed!

Im in the process of a divorce. I am trying to find out how much money my husband stole from..

template for organization of banks,credit cards, passwords etc on WGN

How can I get a copy of your template to organize bank accounts, credit card , attorneys etc. for those..

When banks pay checks before crediting deposits

Why is that for most institutions, it is illegal or to some extent; criminal, if they do not log events..

How should my daughter invest her windfall money?

Hi Terry, My daughter has come into some money from a car accident, roughly about $150,000.00 not a really a..

Disability and savings — impact of an IRA

our daughter is on Social Security Disability Income and collects about $800 a month from SSDI. Before she became unable..

Son won’t repay dad on documented loan

My son owes me in excess of a half million dollars, I have proof, documentation, etc. and he is now..

money

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