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Turn Tax Liability into Tax-Free LTC
May 9, 2018 @ 2:30 PM - 3:30 PM
Do you have clients who have the bulk of their retirement dollars sitting in qualified assets?
That’s the case for the majority of American’s retiring today. Re-positioning taxable, qualified dollars to fund Long Term Care can present some challenging financial planning.
And planning is a must!
The average cost of private room nursing home care is up to $97,450 per year. With that price tag, your clients could easily be staring down a bill of $300,000 to upwards of $1,000,000.
If you could leverage the tax liability of qualified dollars into a larger, tax-free pool of money for Long Term Care, would you take a look? And, if you could use qualified money to provide Long Term Care benefits for two people, would that get you even more intrigued?
If so, join us to learn more!
DATE: Wednesday, May 9, 2018
TIME: 2:30 pm CDT
HOST: Jaime Meiller, OneAmerica