Insurance & Annuities Questions

IRS form to decrease taxable social security

In 2023 I withdrew an xtra $15 k from traditional Ira beyond RMD requirements. Also withdrew $11k from Roth IRA..

long term care ins

I’m 75,wife 74 have 500k in ira 80k per year pension and house worth 475k, do i need long care..

Life Insurance

My wife and I are 69 years old. We have a combined IRA of $4 million 60% stock (well diversified..

Supplementary Ins to Medicare

Do any other companies, other than Blue Cross/BS offer Plan F at a cheaper rate?

Long term care insurance

I am 64 yoa, healthy, living in Illinois and have no idea how to find good and affordable long-term care..

Annuities

Hi Terry, love listening you to on WGN and reading your columns wherever I can. I turn 65 in May…..have..

Tax effect of cashing in life insurance policy

We have a small life insurance policy on our daughter who is now 40, she and her partner just bought..

Insurance/long term care combo

Where on your website can I find info on combo life ins/ long term care policy

Long-Term Care Insurance

Hi Terry Is LTC insurance a good investment? I have no biological children, only step-children and am unsure if I..

Can I Keep my Med-Flex Account if I enroll in Medicare (Part A only)

I’m 66 & I’ll be keeping my medical insurance at work until I enroll in Social Security at age 70...

Medicare

My Plan F is getting very expensive. I understand Plan G covers everything as F but has a 240$ deductible...

Tax Deferred Annuity RMD

My wife has a TDA with Mutual of America. Are RMD calculations for this type of retirement account done differently..

Life Insurance

How much Life Insurance should a married couple have with no debt and $500, 000 in cash and savings with..

Long term care insurabce

I am a 68 yr old that had breast ca and wondering if I would be able to get long..

Medicare advantage

I just retired from the government and will most probably continuing my insurance with the federal government as my supplement..

Medicare and travel

Since my wife and I are planning on doing some traveling in the U.S., I was wondering if Original Medicare..

Medicare Advantage Spam

Hi Terry, I too am feeling the pain of multiple spam calls per day at all hours. Is there any..

Medicare part b, and other parts

I am currently on my husbands insurance and have Medicare A. When he retires I know we can get part..

Annuity

My financial advisor suggested I take a third of my IRA and put it in a fixed income qualified annuity..

Plan G+ vs AARP Medical Supplement

Would you recommend going with AARP Midicare Supplement/United Healthcare or staying with BCBS G+ Supplement plan? Thank you.

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