How to Protect Your Client’s IRA in Crisis Medicaid Planning

Crisis Medicaid planning can be a complex process, especially if your client has retirement accounts preventing their eligibility.

In this webinar, Nate Ziolkowski will explore how to handle these accounts and still accelerate Medicaid eligibility.

Nate will cover:

• How retirement accounts and IRAs are treated for long-term care Medicaid purposes
• How an MCA can spend-down the account while avoiding tax consequences
• How to properly transfer tax-qualified assets to an MCA

Plus, Nate will go through an in-depth case study to show these concepts in action. Watch today!