The Best of Refining Retirement Podcast - Tax Problems with Long-Term Care
About this episode
Dana and Brad discuss the tax implications of moving money from different accounts and preparing for long-term care costs.
Dana and Brad discuss tax implications of moving money from different accounts and how to be prepared to pay for Long-Term Care. Takeaways: There are a multitude of accounts with different tax liabilities. Without the proper knowledge before moving money there could be irreparable tax penalties. - 70% of adults aged 65 and older will need some form of long-term care. Download our FREE helpful resource, “Are You Paying too Much in Taxes in Retirement?”
People in this episode
Host: Brad Ford
Guest: Dana
Topics covered
- tax implications
- long-term care
- financial planning
- retirement
- tax liabilities
Keywords
- tax problems
- long-term care
- retirement planning
- tax penalties
- financial advice
Mentioned in this episode
Organizations: Refining Retirement
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- The Best of Refining Retirement Podcast - Medicare Confusion
- The Best of Refining Retirement Podcast - Taking Control
- The Best of Refining Retirement Podcast - A Mentally Healthy Retirement
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