Dana and Brad discuss tax implications of moving money from different accounts and how to be prepared to pay for Long-Term Care. Takeaways: There are a multitude of accounts with different tax liabilities. Without the proper knowledge before moving money there could be irreparable tax penalties. - 70% of adults aged 65 and older will need some form of long-term care. Download our FREE helpful resource, “Are You Paying too Much in Taxes in Retirement?”
