Insurance & Annuities Questions
Life insurance
Hello, I have life insurance through my job but that’s it. Can you recommend a company/plan? I’m 62 years old...
Delay In Signing Up For Medicare ?
Talking with my sister, she suggested I should reach out to you on the subject of signing up for Medicare...
Disappointment with our annuity – we drank the Koolaid apparently!
Yesterday with Jon Hansen on WGN, you said your newsletter coming out today would deal with this. I am in..
Insurance Buyout
We are closing an insurance policy because we are having problems with the company. The amount of money we will..
Medicare enrollment
I’m turning 65 next month. I’m currently employed and covered under my spouses insurance. This employer has over 100 lives..
Life Insurance for retirees
I used to have company life insurance. I’m 69 and just lost my job. Should I but my own life..
Medicare costs increase outpace COLA
I have a teachers pension which increases annually. I worked several extra jobs to make ends meet when I was..
changing Medicare plans
last year, an individual was able to change the Medicare plan they initially elected, to a different plan through March..
RMD withdrawal
I have an a few IRA CDs and a Tax-Deferred Annuity from Mutual of America so do I need to..
Medicare part A
I will be turning 65 in March and plan on retiring from work in 2 years at age 67 ...
Blue Cross and Blue Shield Plan F Secure
Dear Terry, Yesterday I switched the Plan F Select to the Plan F Secure with a lower premium. Is it..
Life Insurance as an investment option
My wife and I are both 72, with about $4M in IRAs. We have 3 married daughters and 7 grandchildren,..
IRA’s
I originally purchased a Traditional IRA Fixed Annuity in 2006 for a 10 year period from ING. ING transferred or..
changing investment from 403 B Valic fixed account to Polaris Platinum Elite account
Should I consider rolling over my valic fixed annuity account at 4.25% (with no fees) to Valic’s Polaris Platinum Elite..
IRMAA — Help!
OMG my ss was reduced by 450 dollars today-in 2023we sold some income property-had to as the tenant was leaving,..
Medicare Part F
Note: I also sent this in by email before seeing the ‘Contact’ menu option! I just found out last week..
SS plan B & D
My wife is handling her dad’s finances and we were told that social security dropped everybody’s drug plan B &..
Life insurance on ex-husband
I will be the beneficiary of a life insurance policy from my ex-husband. What is my first step before accepting..
medicare
i retired i need to sign up for medicare what plans should i apply
Medicare Part D. Late signup?
Hi Terry, Happy New Year Terry, I’m sure that I’m in this boat with a number of other people. My..