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.