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Critical Questions

As a W-2 Employee employed in Washington State, you have a timeline:

  1. May-October 2021: You can review PRIVATE Long-Term Care policies and if you are approved and LTC policy is paid and delivered to you by Oct. 31st, you can;
  2. November-December 2021: You may file EXEMPTION paperwork with Washington State. (I will be helping my LTC clients with this)
  3. January 2021 & beyond: If you fail to exempt yourself, you will have the new LTC Trust Fund income tax applied to your paycheck ongoing.

Brief Video Overview of Tax plus Private Alternatives: