Best Practices for Transferring Assets to a Medicaid Compliant Annuity

Hear from Collin Terry, MBA, CLTC, as he explores best practices for transferring assets to a Medicaid Compliant Annuity!

In this session, Collin discusses the considerations of different assets like IRAs, employer-based plans, and non-qualified annuities. He covers:

• How pre-tax accounts and deferred annuities are treated for Medicaid purposes
• Methods for transferring these accounts into a Medicaid Compliant Annuity without triggering tax penalties
• A breakdown of transfer timing and how to properly coordinate with the Medicaid application

This session will help you approach asset transfers with confidence and ensure a smoother process for both you and your clients!