Insurance & Annuities Questions

Retirement

Will be retiring feb21 this year also Medicare was thinking of united health care as a supplement any advice

Social security part D

Hi Terry, I am retiring this May, when I turn 66. I do plan to wait until my full retirement..

401K allocations

Hi Terry, I am 50 years old with a 401K at T Rowe Price. The value is 475K and I..

Dental, vision for seniors

All the plans stink. Is there a good way to get this coverage. I had to file appeals and grievances..

Get Married to avoid IRMAA Premiums?

I’m a Cook Co. retiree that does not qualify for Social Security (never contributed). I’ve always paid $599.00 plus part..

Request reconsideration non-medical of IRMAA decision

For 2023 I received a lump pension payout and an inheritance. Social Security mailed notice of increase in my IRMAA..

IRMAA

My wife’s SS benefits are based on my record – I stopped working in May 2024 and want to appeal..

HSA

Are Part B premiums and IRMAAs HSA eligible?

Out of pocket prescription drug cost in 2025

I recently have had two compression fractures in my back. A doctor prescribed Forteo, a bone strengthening drug, which after..

Part G

Hi Terry! #1 Thank you for answering my prior question! #2 I understand now that it could be risky to..

Medicare IRMAA

Please write an article about the “cliffs” in the Medicare IRMAA that the idiots in Washington put into place. One..

Medicare supplements

We are investigating Medicare supplements and are curious if we choose a less expensive Part for one year, (or while..

MEDICARE SUPPLEMENTAL INSURANCE

Hello Terry, Wondering if you are familiar with transition benefits group? The company I work for does not offer insurance..

Medicare signup

I am 66 years old and still working full time as a private school teacher. I have medical insurance with..

Medicare Premium going up

My husband and I sold our second home in AZ in 2022 so 2023 taxable income was higher. Our Medicare..

Social security

Medicare rised our amount due. Tried to call them 2 1/2 hrs later I hung up. Tried to email no..

Medicare Part D

I followed your recommendation to use HeyMoe to see if I needed to change my Part D provider. They are..

Medicare Supplement

Hello. I’m so confused! I’m currently 67 and on Medicare. When I originally signed up for Medicare I wasn’t working...

Term Life Insurance: When to bail

Terry I’m almost 74, in good health, no debt, a good pension, social security started at age 70, and comfortable..

Prescription cost

How do I know if my part D of Medicare increased the cost if my prescriptions?

money

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