• Tax Relief for Long Term Care

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    April 20, 2018
    SMART MONEY Tip #1 FOR LONG TERM CARE PLANNING
    Use your Non-Qualified Annuity to pay for your Long Term Care policy and pay NO INCOME TAXES ON THE GAIN!  If you have a non-qualified annuity not being used for income you can 1035 exchange these assets into a Pension Protection Act Compliant Annuity.
    (Pension Protection Act is the legislation that allows tax free distributions for LTC).

    Questions? Contact Del Hirdes 616-240-1182  dhirdes@southwickinsurancegroup.com
    The Southwick Group LLC.
    Contact:
    Del Hirdes, A Member of The Southwick Group LLC
    616-240-1182
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