Plan Carefully for Long-Term Care
#Morningstar #LongTermCare #RetirementPlanning
Retirees should regularly assess their potential need for custodial care and how to fund it.
00:00 Introduction
00:25 Does Medicare or Medicare Advantage Cover Long-Term Care?
01:22 How to Determine Your Long-Term Care Needs
03:43 Why Retirees’ Homes Are the Safety Valve in Long-Term Care Planning
04:25 Why Long-Term Care Planning Should Be Assessed Annually
05:48 How to Maximize Tax Planning in Long-Term Care
07:56 How to Allocate Your Portfolio for All Retirement Expenses—Including Long-Term Care
Watch more from the Morningstar Investment Conference 2025: 2025 Morningstar Investment Conference: How to Invest Today https://www.morningstar.com/markets/2025-morningstar-investment-conference-how-invest-today
What to watch from Morningstar.
Is Your Asset Allocation Too Aggressive? https://youtu.be/dbG9ZgntqMc?si=7wRGIQD418FXyK2I
How Much Guaranteed Income Do You Need in Retirement? https://youtu.be/s0p7VgZ1mmw?si=EcjExIjd–DQfuvx
How Do You Maintain a Bucket System for Your Retirement Portfolio? https://youtu.be/RjbP-4djNIM?si=9K7FLbzGS0LxiuhR
Bond Types Your Portfolio May Need—and Those It Doesn’t https://youtu.be/p_7CXNOMf20?si=CLbGPn_KHex-Ea6p
Read what our team is writing.
Christine Benz https://www.morningstar.com/people/christine-benz
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