Upcoming Events
Funding a Long-Term Care Plan with Retirement Accounts
Bellevue, WA Conifer Building: Friday April 27th, 10:00 – 12:00PM
Speaker: Brian Ott, CLTC – Certified Long-Term Care Planning Specialist
Come and learn how you can reposition a portion of your retirement accounts and fund a long-term care plan that provides immediate coverage. The money we pull out of the retirement accounts today will be taxed over a 20-year period and will also count towards the Required Minimum Distributions that you are required to take at age 70 ½ . This is one of the most popular plans available for people in or approaching retirement.
You will learn:
– What long-term care is and what triggers a claim
– How long-term care insurance works
– How Asset Based Plans work and are guaranteed to pay you back
– How Self-Insuring stacks up against True Long-Term Care Planning
– How to spread out the taxes on retirement accounts and get coverage started today
Who this class is for:
This class is aimed at those near or in retirement that have a large amount of money in retirement accounts that has not been taxed yet. It will cover the advantages of using retirement accounts to put long-term care in place and cover the tax advantages available under the Pension Protection Act.
Seating is limited for this special edition class.
Attendees will receive a free copy of our book: A Guide to Long-Term Care Planning
Retirement Asset Protection Class
South Kirkland, WA Yarrow Bay Business Park : Saturday May 12th, 9:00 – 11:00AM
Speakers: Brian Ott, CLTC – Certified Long-Term Care Planning Specialist & Attorney Rick Gregorek
DESCRIPTION: The legal and financial world is full of surprises as we age and head into retirement. Too many of us fail to properly plan for the unthinkable, yes, an extended health care situation and the emotional and financial strain that this can place on a family. At the Retirement Asset Protection class you will learn how to properly establish and maintain your legal planning and how to have the financial security you desire in the event you or your spouse ends up needing care over an extended period.
Rick Gregorek, Attorney & Counselor at Law, will review the Six most common mistakes made in estate and elder law planning and will provide you with the necessary information you simply must know to arrange your affairs to avoid unintended consequences.
Brian Ott, Long Term Care Specialist, will teach you about the new Federal and State programs now available to protect your family and savings from an extended health care situation. You will see how the different options compare and learn about new tax advantaged ways to fund your plan that weren’t available just a few years ago.
There is a nominal fee for this event and space is limited so sign up now.
Funding a Long-Term Care Plan with Retirement Accounts
Bellevue, WA Conifer Building: Friday April 27th, 10:00 – 12:00PM
Speaker: Brian Ott, CLTC – Certified Long-Term Care Planning Specialist
Come and learn how you can reposition a portion of your retirement accounts and fund a long-term care plan that provides immediate coverage. The money we pull out of the retirement accounts today will be taxed over a 20-year period and will also count towards the Required Minimum Distributions that you are required to take at age 70 ½ . This is one of the most popular plans available for people in or approaching retirement.
You will learn:
– What is long-term care and what triggers a claim
– How long-term care insurance works
– How Asset Based Plans work and are guaranteed to pay you back
– How Self-Insuring stacks up against True Long-Term Care Planning
– How to spread out the taxes on retirement accounts and get coverage started today
Who this class is for:
This class is aimed at those near or in retirement that have a large amount of money in retirement accounts that has not been taxed yet. It will cover the advantages of using retirement accounts to put long-term care in place and cover the tax advantages available under the Pension Protection Act.
Seating is limited for this special edition class.
Attendees will receive a free copy of our book: A Guide to Long-Term Care Planning
Long-Term Care Planning Class
Bellevue, WA Conifer Building: Saturday June 2nd, 9:00 – 11:00AM
Speaker: Brian Ott, CLTC – Certified Long-Term Care Planning Specialist
As heard on KIRO Radio & KTTH Radio, Brian will be going in depth about how long-term care insurance plans work and all the new options that are available today. This is a great chance to come learn in a friendly educational environment. You will leave this workshop knowing more than most consumers and advisors.
You will learn:
– What is long-term care and what triggers a claim
– How long-term care insurance works
– Different types of plans including: Traditional, Asset Based, Hybrid and Critical Care
– How Medicaid Planning and Self-Insuring stack up against True Long-Term Care Planning
– How the new plans have made planning for long-term care easier and more advantageous than ever.
Attendees will receive a free copy of our book: A Guide to Long-Term Care Planning
