Entries by f2819644

5 Questions With Fidelity: Strategies To Manage Estate Taxes – Fidelity Investments – 06/28/24

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5 Questions With Fidelity: Strategies To Manage Estate Taxes Careful estate tax planning can help protect your legacy. The latest 5 Questions with Fidelity looks at this subject in detail. We go over everything that could be included in your estate, how different types of assets are valued, the effect of current tax legislation, what […]

Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024 – Part 4 – Long Term Care University – 06/15/24

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    Long Term Care University – Question of the Month – 06/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024’ Part 1, and Part 2 and Part 3. Can you give examples of the […]

Planning for Long-Term Care: Here’s What You Need to Know – CNBC – 06/12/24

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Planning for Long-Term Care: Here’s What You Need to Know 70% of people turning 65 today will need long-term care in their lifetime. How to pay for that care is an increasing worry for many Americans. CNBC’s Sharon Epperson joins ‘Squawk Box’ to explain what people need to know about planning ahead for long-term care. […]

Everything You Need To Know About 529 Savings Accounts – MarketWatch – 05/29/24

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Everything You Need To Know About 529 Savings Accounts With higher education costs continuing to rise and millions of Americans struggling with student loan debt, any amount of money saved for college can make a difference. MarketWatch financial-planning columnist Beth Pinskers answers the internet’s most searched questions about the tax-advantaged saving account. Click Here for […]