Cypress Wealth Advisers

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.