LTC Trust Account Act (S. 504)

Overview:

110th Congress (2007-2009)

Type: New Tax-Advantaged Savings Account

Key Components:

  • Create a new type of savings account (a LTC Trust Account). Individuals can contribute up to $5,000/year and receive a refundable 10% tax credit on the contribution.
  • Interest earned on the account is not taxed. Funds can be withdrawn for the purchase of LTC insurance or to pay for LTC expenses.

Key Authors:

  • Sen. Gordon Smith (R-OR)
    Senate Finance

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