[REPLAY] Paying the Long-Term Care Premium Using the Company Checkbook – A Strategy for Owners and Employees from OneAmerica

Recorded 11/01/2023

Join the Advanced Strategies Team, Directors Kelly Hall, and AJ Reiber, along with Jim Kontopoulos, Field Product Director from OneAmerica, as they present, Paying the Long-Term Care Premium Using the Company Checkbook – A strategy for owners and employees. 

Listen as they explore long-term care insurance tax preferences and the full range of options for purchasing long-term care insurance. They will walk you through the most favorable options – purchasing on behalf of employees, employee-owners of a C corporation, and employee-owners who are less-than-2% shareholders of an S corporation. Next, they will discuss the slightly less favorable option – purchasing for owner-employees of partnerships and (most) LLCs, more-than-2% owners of S corporations, and sole proprietors. Finally, they will navigate the least favorable option – paying for LTC insurance premiums directly, subject to age-based limitations, medical expense AGI thresholds, and itemized deduction limitations.  

They’ll wrap up the webinar with a Q&A session so you can get any questions answered. 

We hope you found the webinar informative and valuable. In case you missed anything here is a link to the webinar Paying the Long-Term Care Premium Using the Company Checkbook – A strategy for owners and employees recording and answers to all the Questions that followed. Feel free to review and reach out with any questions. 

You can view all our previous Advanced Strategies webinar videos and more on OneSource Online.