Senior man and senior woman reviewing overdue invoices and bills at table, sorting paperwork and using calculator, focusing on financial documents and household expenses

Tax Problems with Long-Term Care

Dec 17, 2025

Dana and Brad discuss tax implications of moving money from different accounts and how to be prepared to pay for Long-Term Care.

  • 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.
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Are You Paying too Much in Taxes in Retirement?

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