Wild Card Questions
Digital currency
Hi Terry, is there anything I should do investing and purchasing differently if the digital currency is forced on us?..
A book you have written
Hello! Have you written any books particularly for young women graduating from college or in high school to teach them..
The check is in the (ACH) mail
I made an authorized 638K withdrawal from my established annuity. They withdrew the funds 2/21/23 , and after numerous calls..
employer 401k transfer cost me 11k
Dear Terry, The company I have worked for the past 40 plus years had our 401k plan through Vanguard we..
Lease Auo Purchase
I am planning to purchase my 2020 Honda Accord Hybrid at the end of my lease. The residual by out..
Donated Items — a deduction?
What is allowed by the IRS for donations? Took a mission trip to Kenya and donated cash/supplies to an orphanage..
Gifts to children
Hi Terry-enjoy you on wgn! During 2022 my wife and i gifted a car to our daughter by buying out..
I sold my Chicago Bears PSL after owning them for 17 years.
I sold my Chicago Bears PSL after owning them for 17 years. I paid $7,200.00 for them and sold them..
A New Retirement Strategy working toward zero taxes at retirement and not just Roth’s
Recently, my husband and I were sent an “educational” flyer to sign up for a class called “The Changing World..
IRS enforcement raids???
Dear Terry, I keep hearing ads from a company that claims that the IRS is making unannounced raids on peoples..
Gifted money
Hi Terry. My wife and I were gifted $17,000 each from her mother last year. Will we have to pay..
Borrowed money
If someone borrows you money by check, should you deposit the check into your account or take the cash? Are..
Can I invest in T-bills from my HSA checking accoun
Can I invest in T-bills from my HSA checking account which is in a bank account? I have over 20,000..
Investment question for windfalol
Hello….My Daughter-in-law will soon receive approximately $30,000 in Life Insurance proceeds. She needs a reliable person to advise her as..
Credit freeze
Hi Terry, I just finished freezing my credit at all 3 agencies (because I was pick-pocketed on the CTA blue..
63 no retirement period
Is there anything I can do now? I panicked and used 401k I had I retired due to health issues..
Taxes on received unclaimed property
My wife received a large “payment for unclaimed property” from the State of Illinois. (I suspect the “property” is something..
I received a check for $85, 000 from the USAA and I’m wondering if it’s a Scam
Okay Terry I received two Priority Mail US Postal Service and it had a check in it from the USAA..
Divorce and 401k
Hello, Mrs, Savage, Preparing for a divorce and am looking for a lawyer… I have a fairly healthy 401k and..
Losing SSDI if you try to go back to work
Hello, I don’t know if you can help, but I am on ssi disability and I think I feel well..