Wild Card Questions
Roth IRA for grandchild
Can you tell me if I can open a Roth IRA for my grandchild as a college graduation gift. If..
Building credit and financial planning for teenagers
Hello, I have 2 teenage sons (18 – a freshman in college and 17-a junior in high school). I am..
Financing a new used car or paying for it straight up
Good morning Terry I’m in the market for a new used car or possibly new my question is should I..
Lost
I’m a cancer survivor, 69 years old and have no retirement. I have some money Saved in the bank but..
Wgn 👍
Loved your comment this morning on WGN … ” It went to money heaven”
Tax Question about gift to son
Hi Terry, I am a WGN listener. I enjoy you on the radio and also purchased purchase your book Social..
Crypto
Hi Terry. My 19 year old son really wants to purchase crypto money through an app he says is safe..
Future speaking engagements
Will you be coming to Arizona anytime soon?
How to sell a coin collection
I inherited a large coin collection that consists of US and foreign coins, paper currency, loose coins and packaged proof/mint..
TSP Safety
In today’s political climate, can you really count on the US Gov to guarantee the G fund?
Documents to fill out information of my estate upon my death.
Want to make copies of information for my children upon my death. It was discussed and I found it but..
2022 Income tax refund
I’m not sure you remember me. Late 2023 or early 2024 I wrote to you about my 2022 income tax..
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..