Insurance & Annuities Questions

When is it appropriate to buy an annuity?

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?