Senior Care Live: February 25, 2023
Feb 27, 2023 ·
44m 47s
Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team Wealth Planning at Infinitas. Bruce discusses ways to maximize your retirement savings, defines...
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Listen in as host Steve Kuker visits with Bruce Glenn, CIO and Owner of The Glenn Team Wealth Planning at Infinitas. Bruce discusses ways to maximize your retirement savings, defines the term “tax harvesting”, provides ways to reduce your tax burden, and explains the difference between older and newer long term care insurance policies. Steve explains what causes a Medicaid penalty, defines what is considered a “gift” relative to the 5-year lookback, and shares a few notable exceptions allowing you to transfer title of your house and not trigger a Medicaid penalty. Steve also has a Consumer Alert regarding the need for a “Care Contract”. Spoiler alert: if you are paying a family member for care and do NOT have a Care Contract, you could be subject to steep Medicaid penalties when qualifying for Medicaid in the next 5 years! #SeniorCare #SeniorCareLive #SeniorCareConsulting (800) 331-6445
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www.SeniorCareLive.com
www.facebook.com/SeniorCareLive
www.linkedin.com/in/stevekuker
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www.SeniorCareConsulting.com
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