The Best of Refining Retirement

The Best of Refining Retirement Podcast - Tax Problems with Long-Term Care

December 17, 2025·13 min
Episode Description from the Publisher

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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