Insurance & Annuities Questions

Hi Terry, I will be turning 65 at end of Sept. I am still employed and am insured by my..

My husband and I are both working. He will turn 65 at the end of September, and I October. We..

My husband will turn 65 in January 2025 and will still be working. He has a HSA that is totally..

How do I get the original Medicare part G without using an Advantage Plan? I have been on Medicare part..

My cobra runs out at age 64 and 4 months. I am unmarried and no access to another health care..

Is the IRMAA deduction applied to both spouses (married filing jointly)? My income has been listed as $0 for the..

My hubby and I are working to 70. Do I need to apply for Medicare part A or can I..

Are there circumstances where Medicare C would be the best choice for healthcare?

Hi Terry – my husband and I purchased a 20 year term policy for $150,000 in 1995. For the last..

I recently got an offer from my long term care insurance provider to increase my daily benefit amount without having..

have a annuity with american eguity also have a ira with van gaurd looking to pay off car that has..

Can I transfer an Annuity to an IRA savings account? I’ve had the F&G Flexible Premium Deferred Annuity since 08/01/2014.

55 y/o male in good health. I took out a Prudential LTC policy 15+ years ago through my employer, this..

I have a Whole Life insurance policy with a face value of 85,00.00. I allow the interest garnered each year..

I have been maxing out my HSA deduction each year to get the pretax benefit. I am 62 and plan..

As suggested we purchased Long Term Care Insurance for my wife and myself in 2012, when we were in our..

Hi Terry,I read 2-3 times that if you have been collecting SS for 4 months,you will be auto-enrolled in Medicare..

My wife and I read your article on creative funding of LTC insurance with great interest. We actually have such..

Terry on WGN said to get out of Medicare Advantage Plans, WHY?

Hi there Terry! I was wondering what your thoughts are on this product. I saw an article from 2018 on..