Wealth Management & Financial Planning

Wealth Management & Financial Planning

What are the 5-year rules for Roth and how to use them in retirement 1415

Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

With rising long-term care costs in the US, it is no wonder that this is a regular topic of discussion. And when it comes to the financial dimension of long-term care, truly good solutions are few and far between. Find out what you need to know about long-term care on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking Points:
1. Evaluation process
2. Seeking protection (Medicare or products) vs being self-insured
3. Types of protection products-Traditional LTC vs hybrid
4. Fear vs reality-Medicaid spend down facts (the families we serve, what we see in practice)

Resources –
• “What keeps you up at night?” article by Dean Huddleson What keeps you up at night? – https://yourlifeafterwork.com/what-keeps-you-up-at-night

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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