WEBINAR: Tax Planning: Continuing Care Retirement Communities

Baltimore-Washington Financial Advisors invite you to an interactive workshop, “Tax Planning: Continuing Care Retirement Communities.” These days, seniors have more housing choices than ever before. Understanding the financial complexities of these various choices can be overwhelming. Join us for a discussion regarding many details about moving into a CCRC, including potential tax deductions.

WEBINAR

NOVEMBER 6, 2024

11:45 AM – 1:00 PM

Topics will include:

- - Differences of a CCRC vs. an Assisted Living Facility
  - The best age to move in
  - Payment types
  - Initial
  - Ongoing
  - Does my family get anything back at my death?
  - What are considered medical expenses?
  - What payments are tax deductible?
  - Benefits of choosing a CCRC
  - Which community is right for me?