Asset Care… Using Qualified Money for LTC 3 Jul 2020June 24, 2020 You probably know some people with IRAs, 401(k)s, or 403(b)s - right?Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred.Required Minimum Distributions (RMDs):…
Care Solutions… Consumer Seminar Preview on 6/23 19 Jun 2020June 16, 2020 If you have been paying attention to my emails and social media accounts, Michael Florio and I will be presenting to (and for) you "The Great Retirement Income Gap" consumer-approved…
Annuity Care… Care Solutions University Invitation 12 Jun 2020May 29, 2020 Under ordinary circumstances, we bring 75 hand-selected advisors and marketers to our corporate headquarters in Indianapolis to spend 2 days learning about our Care Solutions Asset Based LTC solutions (Asset…
Annuity Care… Annuity Care Advantage 3 Apr 2020March 22, 2020 Over the past few weeks, I've shared with you some statistics about why people purchase and retain their non-qualified deferred annuities, the opportunities to transfer existing annuities into tax-free LTC…
Annuity Care… More Than Tax-Free Benefits 27 Mar 2020March 6, 2020 Last week, I shared with you the basic concept of how to transform the taxable gains in a non-qualified deferred annuity into tax-free long term care funding resources. To review…
Annuity Care… Repurpose a Deferred Annuity 20 Mar 2020March 6, 2020 If you haven't figured it out, I am focusing on the opportunity that non-qualified deferred annuities offer in the long term care funding conversation. All of this is in preparation…
Annuity Care… Deferred Annuity Opportunities 13 Mar 2020March 10, 2020 Every year about this time, I start talking about nonqualified deferred annuities and transforming their tax deferred accumulation into tax-free long term care benefits. You may be sick of hearing…
Asset Care… Illustrating Qualified $ 6 Mar 2020March 23, 2020 Thank you for everyone who joined me for my webcast yesterday where I discussed using qualified money to fund long term care. My next webcast is Thursday, April 9 at…
Asset Care… What Asset Care Provides 28 Feb 2020February 10, 2020 For the past few weeks, I have shared ideas and information about using qualified money as a funding source for Asset Care. What I have not done is share with…
Asset Care… Use IRA to Fund LTC with Asset Care 21 Feb 2020February 10, 2020 Funding Asset Care with qualified money (traditional IRA, 401k, 403b, etc) is a simple concept. Here is what you need to know at a high level. You will certainly have…
Asset Care… Qualified Money Funds LTC 14 Feb 2020February 10, 2020 You probably know some people with IRAs, 401(k)s, or 403(b)s - right? Qualified dollars have their issues You can’t avoid eventually paying taxes on pre-tax money that grows tax-deferred. Required…
Asset Care… SECURE Act Creates Opportunity 7 Feb 2020February 10, 2020 The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. The SECURE Act is aimed…
