This Long Term Care Awareness Month, learn how to help clients put idle annuity gains toward future care.
This Long Term Care Awareness Month, learn how to help clients put idle annuity gains toward future care.
This Long Term Care Awareness Month, learn how to help clients put idle annuity gains toward future care.
November is Long Term Care Awareness Month, the perfect time to revisit clients saving a deferred annuity for future care needs. Those clients will pay income tax on every dollar of gain they withdraw, and those withdrawals can raise Medicare premiums and Social Security taxes.
Under the Pension Protection Act (PPA), exchanging that contract into an annuity with long term care benefits lets the same gains pay for qualified care without income tax.
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