Recently I got a call from a existing client and the representative of an existing client who is getting older now and they’re having to contemplate looking at assisted living, talking about how best to pay for it. Costs of the assisted living in this case is almost about $7,000 a month, roughly $84,000 a year, which is a pretty significant sum.
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
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