tax free LTC
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The Burr Under My Saddle
There are fundamentally two ways for clients to receive benefits from a long term care insurance policy – as cash (indemnity) or via reimbursement. Which is better? Well, that depends upon which company you are listening to. Carriers who only offer cash tout it as the ultimate in control and flexibility. “You don’t need to… Continue reading
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Let’s compare
we are approaching a perfect tax storm for deferred annuities. Owners are getting older and are being forced into taking money from them in order to fund their long term care. Continue reading
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Use the deferred annuity to fund LTC
Please contact either Justin Fox or me for mor information about using nonqualified deferred annuities as a solution for long term care funding. Continue reading
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Tax Information & More
No matter what the economy does, taxes are always a key component of planning for every individual and business. Inflation is still high, but certainly lower than last year, resulting in a more modest increase in the numbers for 2024. For example, Social Security’s COLA increase is 3.2% (down from a substantial 8.7% increase last… Continue reading
Fridays with Fisher 