Asset Care… How Qualified Money Works 28 May 2021May 13, 2021 This month, I am sharing a little about funding long term care premiums using qualified money. As a matter of fact, if you want to hear a few ideas, join…
Asset Care… Inherited IRA Funding Scenario 21 May 2021May 13, 2021 Last week, I shared how the SECURE Act creates an opportunity for an Asset Care solution. Today, I plan to share with you an example of how this situation might…
Asset Care… SECURE your LTC 14 May 2021May 6, 2021 The first Tuesday of every month, Michael Florio and I host our webcast - LTC Coffee Break. This past episode, we discussed using qualified money as a funding source for…
Asset Care… Funding Source – Qualified Money 7 May 2021May 6, 2021 If you were able to catch the most recent release of our full LTC Coffee Break earlier this week, you will recall that Michael and I discuss using qualified money…
