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Category: Taxes & Trusts

Asset Care…

A Gift for You

25 Mar 2022February 22, 2022
This week's episode of LTC Coffee Break shared an idea of generational gifting and funding an Asset Care policy. Michael shares an example and some insight around the strategy which…
Fridays with Fisher…

Maturing Annuity Opportunity

24 Sep 2021September 22, 2021
There are trillions of dollars of non-qualified deferred annuities on the books. With an aging population of annuity holders, the opportunity exists for you to provide a solution to those…
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…
Asset Care…

Asset Care & Executive Bonus

13 Dec 2019December 12, 2019
A Controlled Executive Bonus Plan — also known as a Restrictive Bonus or Section 162 plan — is an agreement that typically allows employers to use tax deductible money as…
Care Solutions…

IRS LTC Numbers for 2020

22 Nov 2019November 11, 2019
Every year around this time, we start sharing numbers for the following year's planning. Here are the inflation adjusted LTC numbers for 2020  that you might find useful. With the…
Annuity Care…

A Little Pool Anyone?

20 Sep 2019August 22, 2019
Here we go again – the discussion of addressing the extended healthcare (aka long term care) funding issue.  For many, self-funding ends up being the answer.  By default or by…
Asset Care…

Qualified Money for LTC

30 Aug 2019August 22, 2019
Earlier this week, an advisor (we will call him Andy) called me with an interesting question.  It went something like this: “I have a client – a single man who…
Asset Care…

Q&A – Qualified Money Funding – 457

23 Aug 2019August 12, 2019
Question: Can a 457 plan be used in conjunction with Asset Care funding with qualified money? Answer:  There are two types of 457 arrangements.  One is a governmental 457(b) which can…
Asset Care…

Gifting LTC

24 May 2019May 6, 2019
So, you want some ideas - here is one that I think is pretty cool - using a gifting strategy to purchase LTC protection. When your client's have their LTC…
Annuity Care…

Q&A -Need Tax Info

10 May 2019May 1, 2019
Question:  All of this stuff that you mentioned in the last article has got me wondering if you have resources available that can help answer design strategies and/or tax questions.  What…
Annuity Care…

Individual Policy 1035 Funds Joint Policy

10 May 2019May 3, 2019
YOU NEED TO READ THIS ARTICLE AS IT EXPLAINS HOW THIS CAN BE ACCOMPLISHED. Earlier this week, I was asked if there is a way to fund a joint policy…
Annuity Care…

Q&A – Tax Treatment of Benefits

22 Mar 2019May 1, 2019
Question: What is the tax treatment of  LTC Benefits paid from Asset-Care or Annuity Care? Answer: Our Care Solutions portfolio functions on a reimbursement basis.  Since Reimbursement Benefits for qualified LTC services are…

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