Transfers and 1035s: How to Transfer Assets to a Medicaid Compliant Annuity

IRAs and existing annuities are well-known to be troublesome assets for Medicaid eligibility. Luckily, a Medicaid Compliant Annuity can help!

Hear from Travis Bitters as he dives into the transfer process for MCAs.

He will discuss which assets can be transferred, the various methods for transferring different types of assets, the advantages or disadvantages of each method, and how to navigate the process like a pro. He'll also cover best practices and common mistakes to look out for.

• Learn the methods for transferring IRAs and existing annuities without triggering tax consequences
• Gain insight into tips and tricks for a smooth transfer process
• Understand the key pitfalls to avoid