Using Annuities to pay for Long Term Care
– Special Features

Tax Free nature of Long Term Care.  IRC §104 (a) (3)

Some annuities have a feature to pay for Long Term Care…  For example the FG Retirement Pro – see excerpt below.

F & G Retirement Pro - Extra Benefits if disabled
F & G Retirement Pro – Extra Benefits if disabled

American Assoc for Long Term Care on 1035 Exchanges

IRS Bulletin  2011-68 ♦ 2003-51 

 

Related Pages in the Long Term Care Section

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