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July 2015 History of W.T. Early
A brief history of the man who built the home our office currently occupies.
June 2015 – LTC vs Chronic Illness
Why these designations matter to the IRS and how they can impact the cash value of your insurance policy’s benefit.
May 2015 – Hybrids Aren’t Just Cars
Long Term Care Insurance Hybrids
December 2014 – It’s Almost Too Late for a 2014 Roth Conversion
How you can use the 60-day rollover rule to your advantage
November 2014 – It’s Roth IRA Conversion Season
A few things to consider about converting Traditional IRAs and 401(k)s to a Roth IRA
October 2014 – Medicare Open Enrollment for 2015
What to do and when to do it