Insurance & Annuities Questions

I have an a few IRA CDs and a Tax-Deferred Annuity from Mutual of America so do I need to..

I will be turning 65 in March and plan on retiring from work in 2 years at age 67 ...

Dear Terry, Yesterday I switched the Plan F Select to the Plan F Secure with a lower premium. Is it..

My wife and I are both 72, with about $4M in IRAs. We have 3 married daughters and 7 grandchildren,..

I originally purchased a Traditional IRA Fixed Annuity in 2006 for a 10 year period from ING. ING transferred or..

Should I consider rolling over my valic fixed annuity account at 4.25% (with no fees) to Valic’s Polaris Platinum Elite..

OMG my ss was reduced by 450 dollars today-in 2023we sold some income property-had to as the tenant was leaving,..

Note: I also sent this in by email before seeing the ‘Contact’ menu option! I just found out last week..

My wife is handling her dad’s finances and we were told that social security dropped everybody’s drug plan B &..

I will be the beneficiary of a life insurance policy from my ex-husband. What is my first step before accepting..

i retired i need to sign up for medicare what plans should i apply

Hi Terry, Happy New Year Terry, I’m sure that I’m in this boat with a number of other people. My..

Happy 2026 Terry!! I’m turning 65 in January 2026 and want to delay starting all Parts of Medicare since I..

When do I enroll in Medicare A, B, D if I’m covered under my spouse’s group health? Thank you.

Why am I charged $37.50 every year for prescription Part D when prescriptions are covered by my supplemental insurance?

Hi Terry, I’m 72 my wife is 70 and we have 200 K in Allianz matured Annuities. We don’t want..

Hi Terry- My husband and I (71 & 67) have Original Medicare and a UHC Supplement. Our total cost per..

Hi Terry Talk to Tim from Stan the Annuity Man I know you talk and mention a lot about annuities..

Your numbers for the Medicare groups for the IRMAA for 2026 are not correct. When I read the article I..

Hi Terry So glad to see you addressed this in your recent Tribune column. In short, I have health insurance..