Tax-free planning opportunity for long-term care expenses
The aging demographic of the United States, along with the Pension and Recovery Act of 2006 (the “PPA”) and the Deficit Reduction Act of 2007 (“DRA”) have provided an excellent planning opportunity to create efficient vehicles since the tax point of view to solve customer planning needs. Beginning January 1, 2010, a tax-free planning option will be available to individuals […]
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