Start the Process TODAY
Fill out the LTC form to start the process and schedule a
30 minute consultation with Mark Rogers, CLTC.
30 minute consultation with Mark Rogers, CLTC.
Effective Mid-August, 2021
Most Insurance Companies that offer Long-Term Care insurance have temporarily suspended sales until after November 1st.
If you make more than $250,000 per year in salary, there are 2 reasons to inquire in short order:
1. Learn what your “Tax Transfer” will be for the coming years with the new LTC Income Tax to Washington State
2. There may be an LTC Insurance Company offering a LTC solution that may fit your financial needs
2. There may be an LTC Insurance Company offering a LTC solution that may fit your financial needs
Start the process below by filling out the form.
He focuses on the wholistic cost of care including premiums and out-of-pocket expenses to determine how much stability and control a Retiree wishes to have for the next 35 years of Retirement. As he meets with his Clients traveling down some years through Retirement, they often ask him questions and appreciate the answers based on the ongoing relationship to assist as the years go on.
Today Mark’s time is more limited than in 2007, but he still chats with New Retirees to help show how to keep Medicare.
Don't Miss Your Chance to Purchase a Private LTC Plan!
THE DEADLINE IS SEPTEMBER 30, 2021
Attention: Physicians, Dentists, Attorneys, Engineers, Business Executives, Business Owners and higher-paying income Wage Earners
— UPDATE for August 2022 —
The LTC Income Tax (Jan. 2022) “Exemption Window” is rapidly coming to a close. This Washington State LTC Income Tax will impact those of you who make over $120,000 per year or greater in W-2 Income for many years to come.
Start your process NOW in seeing:
1. What the potential impact to your Income will be.
2. What private LTC alternatives do you have to exempt from this tax.
2. What private LTC alternatives do you have to exempt from this tax.
1. What the potential impact to your Income will be.
2. What private LTC alternatives do you have to exempt from this tax.
See the links below.
Are you ready for the new LTC INCOME TAX January 2022?
New PUBLIC LTC Plan For You
Washington State is beginning a Long Term Care Trust Fund to pay for Residents’ future LTC expenses. It will be funded with an income tax.
1. Income Tax starts Jan. 1, 2022.
2. Income Tax rate is starting at .58% of your W-2 income, with no income cap.
3. You won’t be able to claim on the LTC Trust fund until 5 years from now.
4. You can exempt yourself with the qualifying and purchase of a PRIVATE LTC Insurance policy.
5. June, July, August, September—WINDOW to search/apply/approve for a PRIVATE LTC policy.
6. November/December- WINDOW to file an “exemption” with WA State.
Your New PRIVATE LTC Plan Option
You may have the opportunity exempt from the new Jan. 2022 WA State LTC Plan by having a PRIVATE LTC Plan in place by Nov. 1st.
Mark Rogers can show you how easy it can be.
WA LTC Specialist since 2008
MARK ROGERS has helped hundreds of families in the Washington Tri-Cities and Walla Walla County plan for Long-Term Care since 2008.
If you are a Business Executive or Business Owner, TODAY is the day to look into how to exempt from paying the taxes! Mark’s calendar is full helping many business owners/executives as they look for solutions.
What PRIVATE Alternative Long-Term Care Policies Are There?
LTC built on Life Insurance chassis
These insurance contracts have provided stability and guarantees with no surprises in the future. They guarantee that your money will be returned, should no health-care crisis comes about, and exempts from income taxes.
LTC built inside an Annuity chassis
These insurance contracts are proving to be popular of late due to the ability to underwrite for health situations that other contracts are not available. Plus, any growth is returned in later years while exempting from the WA State LTC Trust Fund income tax for years.
Mark’s Musings on the Summer 2021 WA State LTC Campaign
LTC Tax Update
LTC Tax Update
Posted: July 12, 2021
Here's your LTC tax update. In this video, Mark Rogers shares what is changing on the new January 2022 W-2 income tax coming! We talk about the PERILS of Underwriting, the COST OF CARE in the Tri-Cities, and recent changes to LTC Companies here in early June. https://youtu.be/avp_4n5-93w...
Tuesday Tax- Day
Tuesday Tax- Day
Posted: July 12, 2021
Here's your weekly Tuesday Tax Update! Still have questions? Contact us today! https://youtu.be/Vo1LiBo3X4A...
Are You Ready For the WA State Trust LTC Income Tax?
Are You Ready For the WA State Trust LTC Income Tax?
Posted: July 12, 2021
Here's everything you need to know about the WA State Trust LTC Income Tax. Still have questions? Contact us today! Complete the LTC form here. https://youtu.be/dI5beXuZZeo...
The DEADLINE to purchase private LTC is September 30, 2021.