Lifetime Income Series: Planning for Long Term Care - The Alternatives

This week on the Lifetime Income Series, Jim is joined by Rob Bernard to discuss the challenges of long term care, and some ways to plan for the future using long term care insurance, which can be tax efficient as well. While long term care insurance can certainly be expensive, it can also provide a great benefit to a family if it is part of a comprehensive retirement plan and properly structured to the specific family situation. The guest this week is Yolanda York from the Social Security Administration. She discusses changes to Social Security in 2016, as well as noting many of the sweeping changes contained in last year’s Congressional budget bill. They discuss a number of changes that have yet to be fully resolved by the government.

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