Wild Card Page 3

Wild Card Questions

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..

Question about a 1099-C form

Hi Terry, I am not sure if you will be able to answer my question, but maybe you will be..

tariffs

Just read your newsletter re: Trump tariffs. As usual I’ve always enjoyed being on your mailing list . My question..

Link card

My link card got hacked.is there anyway I can get my money back on my link card?

Economy

How long before an economic downturn? I’m thinking about three to six months. Do you think the economy is in..

Irvin Porcupine Gold Mines Limited Stock Certificate

Good afternoon. Our family has recently come across a Stock certificate in our grandparent’s papers that we are trying to..

money

ASK TERRY

a personal
finance question