Category Archives: Long-Term Care

Long-Term Care Insurance — Tax-Free Income When You Need It

Long-Term Care Insurance — Tax-Free Income When You Need It

The overriding goal of retirement income planning is to generate sufficient after-tax, inflation-adjusted income streams to match projected expenses during different stages of retirement. Although this can be quite challenging due to all of the unknown variables, there’s one situation where it’s possible to match the timing of the income stream to the expense, and,…

The Retirement Income Planning Sweet Spot

The Retirement Income Planning Sweet Spot

As with all retirement income planning goals, you need to work backwards from your target date, which would be the age at which you would like to retire.

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