Insurance & Annuities Questions

Index Annuities

What are you thoughts on index annuities for retirement income? Thanks

Social Security/Medicad Impact

Hello Terry! Are there any impacts to Medicaid benefits if you take social security early at 62, as Medicare isn’t..

HSA penalty

My HSA account stays under $500. How big of a penalty would I be paying if I start a Medicare..

Long term care

Hi Terry, We just received notification from Mutual of Omaha that our long term care premium will increase 28.68% next..

medicare advantage

my question is regarding the push for Med Advantage. My former employer AT&T has negotiated a giant deal with United..

Navigating Medicare

Your recent column on Medicare enrollment failed to point out that the cost of supplemental/Medigap plans go up each year..

Medicare Advantage vs Traditional

This is such a problem. I’m currently covered by a Medicare Advantage plan. Monthly premiums are $39/month and it includes..

IRA Annuity

Should I cancel and reinvest a $31,000 IRA Annuity with a 10% interest annually reduced to 3% after fees taken..

Is there a grace period to cancel annuity once it was purchased?

I had two annuities from two different agents. The agent from a small annuity kept calling me for an appointment..

MEDICARE PART D comparisons

For 2024, I am switching to the Wellcare Value Script Plan. Medicare estimates that my 2024 yearly drug costs –..

Medicare advantage plans

As a retired RN I want to thank you for your explanation of these programs. They may save you money..

Medicare

Is advantage cov C ever better than Medigap F

The disadvantages of Medicare Advantage

Hi Terry, just read your article on The disadvantages of Medicare Advantage. I am 2 months away from making this..

Medicare

I just heard part of ur talk on Wgn on Medicare advantage plans and how bad they r but came..

IRMMA

How much can your income be in 2023 so that you aren’t going to pay IRMMA in 2025 if indeed..

medicare — switching back

I went on Medicare at end of 2016 with Mutual of Omaha with silver scripts. I was on that plan..

Investment

Hello, I’m a 68 year old man I’m on social security and Medicare & state medicade l heard that you..

Medicare vs. Medicare Advantage

My husband is retired and his company tells us what the health insurance plan will be for the following year...

Medicare advantage

Two days ago I discovered that Disney is making a major change in their retiree healthcare. I am a Disney..

Medicare with VA Benefits

Dear Terry, I’m 70 years old, still working full time as a subcontractor in the medical field (no benefits, no..

money

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