Medicaid Compliant Annuity Strategies for Single Clients
Medicaid Compliant Annuity Strategies for Married Clients
How to Spend Down Assets for Medicaid
The United States Supreme Court Calls for the Views of the Solicitor General in Dermody Case
Carrier Spotlight: ELCO Mutual
Transferring a Tax-Deferred Annuity to a Medicaid Compliant Annuity Using an IRC Section 1035 Exchange
Evaluating Annuities for Medicaid Eligibility
Mastering the Beneficiary Requirements of the Medicaid Compliant Annuity
Deferred Annuities in Crisis Medicaid Planning
The Rules of a Medicaid Compliant Annuity
A Medicaid Compliant Annuity (MCA) can be a helpful tool for clients who reside in a nursing home, but who are unable to afford their care without the help of Medicaid. These annuities, when included as part of a client’s Medicaid crisis plan, can effectively convert the applicant’s excess countable resources into an income … Continued