Your Health

Retirement Planning With Health Care Expenses in Mind

2016-12-14T17:06:26-08:00

It is only wise to consider what Medicare won’t cover in the future.  As you save for retirement, you also recognize the possibility of having to pay major health care costs in the future. Is there some way to plan for these expenses years in advance? Just how great might those expenses be? There’s no [...]

Retirement Planning With Health Care Expenses in Mind2016-12-14T17:06:26-08:00

A Tax Break for LTC Hybrids

2016-12-14T17:06:29-08:00

Pay for long term care without paying taxes on an annuity withdrawal.  A tax break with an additional benefit. Did you know that, since taking effect in 2010, you are allowed to withdraw money from a certain kind of annuity without paying taxes as long as you use it to pay for qualified long term [...]

A Tax Break for LTC Hybrids2016-12-14T17:06:29-08:00
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