Apr 12, 2022
Because I included a case study in last week's episode, go back and listen to Aaron's options for a plan to provide LTC and also reduce his tax obligations. This week, listen and learn about two laws that have been enacted, LTC Partnership Act and Pension Protection Act, to help consumers preserve assets and let insurance companies create tax reducing strategies for policyholders. Contact me for guidance and plans to meet your unique needs at diane@preparing4tomorrow.com