June 2023
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Section 162 Executive Bonus
In our June edition of Coffee Break, we shared some tax opportunities that businesses have when funding Asset Care. Simply, the premiums for the long term care portion of the policy can be deducted. With this in mind, I want to remind you of a strategy that we have discussed before – the Section 162… Continue reading
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Million Dollar Annuity Care Resources
Two weeks ago, I shared with you a little about the Million Dollar Annuity Care plan. It explained some important facts about the opportunity to help clients’ reposition their nonqualified deferred annuity money into a tax-efficient delivery vehicle for long term care. This link will take you to that information. And, last week, I shared… Continue reading
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Maximizing Your Annuity Concept
Last week , I set the table for this part of the conversation about maximizing your annuity. Please, take a minute to refresh your memory of the opportunity. This is not a MYGA or rate chasing strategy, but a strategy where we are able to transform taxable gain into tax free income if it is… Continue reading
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Maximizing Your Annuity
I’ve been riding this topic hard for the last few months and for a good reason! One of the best funding sources for long term care comes from nonqualified deferred annuities! And, with the unofficial start of summer a few days ago, we all know that now is not the time to take the foot… Continue reading
Fridays with Fisher 
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