Wild Card Questions
Social Security Fairness Act
Just like you I was shocked how quickly this bill moved. I was a public employee for 29 years. When..
WEP
With the Elimination of the WEP, will we start to get both payments without the adjustment only…or will they go..
Social Security reduced due to pension
Congress passed a measure that eliminates the reduction of social security if you collect a pension. I started taking social..
Social Security Fairness act
I have read various articles and have seen conflicting information. Without the WEP etc, will the SS to be received..
Social Security Fairness Act HR 82
Did President Biden actually sign HR 82 into law?
Timeshare
What will happen if I walk away (stop paying the annual fees) from a time share which I own (it..
IRS Audit
If a relative is signed onto a family checking account and that person is going to be audited by IRS..
The fairness act.
How many votes to their senate needs to pass the fairness act they had won. Now they’re gonna have another...
Retired , I want to buy an $80K RV.
Hi Terry, big fan and have your book. I’m retired, 70, no pension, taking SSA payment and 2K a month..
lending money from my retirement funds
My son needs to borrow $70,000 for one year. What do I need to consider to minimize tax expenses?
Car tariffs
If I purchase a car now or before President Trump signs into office, will I still pay a tariff? Also,..
Treasury bills and future of interest rates
Will the interest rate go up or down with Trump being the President?
Equifax data breach settlement email
Today I received an email stating I received an “additional settlement payment” of $14.87 and instructions on how to receive..
Older person with young children claims SS
A very wealthy friend (with a younger working wife) turned 62 and and started collecting social security. He is now..
Medicaid assets
Can you buy a new vehicle or used vehicle on medicade or is there a certain amount on a vehicle...
Spouse Soc Sec Banefits
I am 74, and my wife is 7 y younger. When she turned 62 (in March of 2018), she started..
phone scams
We got a text from a bank that we do business with about a credit card charge, but we do..
Refinancing my mortgage vs withdrawing large sum from my IRA
Hi Terry – I’m a widow and years ago my husband and I set designated money (in our IRA) for..
Access to Foreign Currency
Hi Terry – I see people are inquiring about access to foreign currency. Rather than converting money into say Euros..
Mortgage scam
Dear Terry, its been 14 years that a loan officer working at US Bank scammed me with a friend of..
