Wild Card Questions
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..
Bonus and taxes withheld
I’m going to be getting a bonus at work soon and was wondering should I change my tax status so..
Income tax on recovered unclaimed property
Are funds received from an out of State Treasurer for unclaimed property (10 to 12 year old stream of dividends)..
POA-H Young Adults
Should you have a POA-H in place for your young adult single children? Like for when they go away to..
