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Repurposing Qualified Funds for Potential LTC Expenses

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.

Published: April 18, 2022
Tracking Code: 20004
Business Line: Long-Term Care
Category: Funding a Plan
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