Elder Care and Taxes

Authored by Barbara Weltman, Sidney Kess
About this Course
Topics covered include: Planning ahead to ensure adequate income for longevity.; Social security and how to optimize it for longevity 401(k) plans, IRAs and other vehicles that are used to save for retirement; Required minimum distributions and strategies for minimizing them; Medical and personal care costs related to aging; Medicaid and Medicare; Qualified Income Trusts; Long-term care insurance; Paying for long-term care and housing considerations for the elderly; Cost of in-home care; Long-term care facilities costs; Life insurance; Health Care Power of Attorney; Durable Power of Attorney; Revocable or irrevocable trust. Upon completing this course, you should be able to: Describe strategies for planning ahead for elder care; Explain the options for paying for long-term care; Identify the tax-related matters to be included in a durable power of attorney.
$ 72.00
Course is unavailable for purchase.
NASBA Field of Study
Taxes
Level
Basic
CPE Credits
2.0
Prerequisites
None
Last Updated
10/02/2018
14756