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Wild Card Questions

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..

Missing Federal Tax Refund

I am a 75 year old widow and e- filed my return on March 25 and I have not received..

Post college basic financial advice

My daughter just graduated from college…what are important financial objectives she should focus on in starting out with a new..

Stock Certificate

How can you find the date of when a stock certificate was purchased?

money

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