EPISODE · Dec 17, 2025 · 13 MIN
The Best of Refining Retirement Podcast - Tax Problems with Long-Term Care
from The Best of Refining Retirement · host Brad Ford
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?”
What this episode covers
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?”
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The Best of Refining Retirement Podcast - Tax Problems with Long-Term Care
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