A question that I often get asked is whether you can fund Annuity Care I or Indexed Annuity Care with qualified money. The answer is yes but … You need to pay attention to this because it is a big ole but. When qualified money goes into Annuity Care I or Indexed Annuity Care, it... Continue Reading →
More About Qualified Money
About a year ago, I posted about funding an asset-based long-term care policy (Asset Care) using qualified money. Last week, I did the same. Essentially, it was the same information just updated to 2025 standards. Do you know what both posts have in common? The volume of feedback! One cluster was simply this – “tell... Continue Reading →
Funding LTC – Qualified Money
Heads will start exploding with this declaration, but it is a fact. Qualified money can be used to fund long-term care. That money, however, will be taxed as ordinary income when it is distributed. Simply, there is no provision in the Internal Revenue Code that allows for tax-free distributions from a qualified retirement plan such... Continue Reading →
Sort Thru the Noise
In the January 2025 episode of Coffee Break, I shared information on how to locate more information about who OneAmerica Financial is … just go to oneamerica.com/about-us and you will get access to a boatload of information about the companies of OneAmerica Financial. There is a bunch of noise in the asset-based / linked-benefit LTC... Continue Reading →
Fridays with Fisher 
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