IRA Max
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Tale of the Tape
Every now and then, I decide to dip my toes in the water to see how things compare with our peers in the industry. And, every now and then it surprises me what I find. Continue reading
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Consider the Funding Source
In last week’s Fridays with Fisher, I spoke about “self-directing” money from a qualified account into Asset Care premiums. I also advocated establishing a “protection bucket” as a dedicated pool to provide your primary resources for paying for long-term care services. I want to jump back into the “self-directed” funding discussion again. I believe that… Continue reading
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Qualified Money Self-Directed Strategy
We have been talking a lot about using qualified money to fund Asset Care. That has obviously hit a chord given all the feedback that I’ve received. If you will recall, I have never said that the OneAmerica Financial strategy for funding a policy is the only way to do it. I have said that… Continue reading
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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
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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
Fridays with Fisher 
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