Repurposing Qualified Funds for Potential LTC Expenses
Published: July 22, 2021
Tracking Code: 20004
Business Line: Long-Term Care
Category: Funding a Plan

Like many clients, a majority of this couple's assets are in qualified funds and they do not have a formal plan in place to address potential long-term care expenses. See how they were able to reposition a 401(k) to provide an income stream for extended health care.

Free Download