• Case Study - he turned $100K taxable gains into over $500K tax-free LTC benefits

  • Jun 5 2024
  • Duración: 10 m
  • Podcast

Case Study - he turned $100K taxable gains into over $500K tax-free LTC benefits Por arte de portada

Case Study - he turned $100K taxable gains into over $500K tax-free LTC benefits

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  • To deepen our look into LTC annuities, this week we review how Danny 1035 exchanged a $160,000 variable annuity to a LTC indexed annuity with tax-free benefits for extended care needs.

    His cost basis (amount he originally deposited) was only $54,000. He has a lot of liquid assets and doesn't need the $160K to live on today.

    He is also an uninsurable health risk for almost all LTC funding options other than Medicaid, which he wants to avoid.

    Listen and learn how we moved his $160K into over $435K in tax free LTC benefits. The account and LTC benefits balances will continue to increase over his lifetime.

    Now he has a dedicated stream of tax-free cash for care needs and is free to spend the rest of his retireement assets however he chooses.

    If you or someone you love has been holding onto an annuity because they don't want to pay taxes when withdrawing, ask me how you can also create tax-free benefits for care. Leave Uncle Sam out of your plans.

    My calendar https://calendly.com/diane-p4t/30min

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