Arthur Arsenault

Arthur Arsenault Securities offered through LPL Financial, Member FINRA/SIPC. finra.org sipc.org. No offers may be made or accepted from any resident of any other state.​

Investment advice offered through Integrated Financial Partners, a Registered Investment Advisor, and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

The IRS has issued guidance (Notice 2026-33) on qualified long-term care (LTC) distributions from defined contribution r...
06/09/2026

The IRS has issued guidance (Notice 2026-33) on qualified long-term care (LTC) distributions from defined contribution retirement plans, such as 401(k)s. If a plan permits, distributions made after Dec. 29, 2025, to pay LTC insurance premiums are exempt from the 10% early withdrawal penalty but included in gross income. Distributions are limited to the lesser of the insurance premium paid, 10% of the employee’s vested plan benefit or $2,600 (adjusted for inflation after 2026). The guidance also extends the deadline for plan administrators to amend plans to permit LTC distributions to Dec. 31, 2027.

Estate planning is different these days. With a historically high gift and estate tax exemption, most families are unlik...
04/22/2026

Estate planning is different these days. With a historically high gift and estate tax exemption, most families are unlikely to face federal gift or estate tax liability. This makes it critical to understand the income tax impact of asset transfers, including the stepped-up basis rules. Generally, for people inheriting appreciated assets (such as stock, real estate and business interests), the tax basis for calculating gain when the assets are sold is “stepped up” to their value on the deceased’s date of death. This can significantly reduce or eliminate capital gains tax for heirs, while lifetime gifts don’t get a stepped-up basis. Contact us for help crafting a tax-efficient estate plan.

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02451

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