How to Handle IRAs in Medicaid Planning

How to Handle IRAs in Medicaid Planning

Medicaid’s treatment of IRAs as either a countable or exempt resource varies by state. Learn how you can eliminate your client’s countable IRA, protect the account, and avoid liquidation by transferring it into a Medicaid Compliant Annuity.

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Dealing with Non-Compliant Annuities
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Dealing with Non-Compliant Annuities
Presented by The Krause Agency