Summing Up The Retirement Crisis

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What’s the probability of NOT running short of money in retirement?

Laura Waller Miller‘s insight:

Retirement income crisis may not be an issue for your highest-capacity donors . . . key is making sure they can cover LT health care costs.  Have your donors “protected” their planned gifts with LT Health Care coverage?  It could be a way for donors / clients to avoid drawing down their CRTs and other assets and reducing amount to charities.

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Posted on May 27, 2014, in Uncategorized. Bookmark the permalink. Leave a comment.

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