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Annuities & LTC: Tax-Deferred to Tax-Free

Recent Federal Laws have created an opportunity for retirees. If you own an annuity, you can convert your tax-deferred earnings into tax-free benefits should you be unfortunate enough to ever need long-term convalescent care, which approximately two-thirds of all retirees will. If you are fortunate and will not require convalescent care benefits, you’ll still have retirement money in a safe place, easy to access if needed and growing tax-deferred. Getting double-duty from your retirement money is just plain smart.

Dr. Shelby Smith, economist, author & retirement pro will give you the tools needed to make better retirement decisions – including how to use linked-benefit methods to stretch your retirement dollars. This short webinar is a public service, FREE and without obligation. Dr. Smith does not recommend products but he does offer solutions to common retirement problems. Register below.

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