About This Webinar:
Crisis Medicaid planning is anything but straightforward. The matter becomes further complicated when clients own illiquid or difficult-to-access assets—specifically retirement accounts and non-compliant annuities. Luckily, there is a solution!
In this session, Krause Financial President Thomas Krause, J.D., will explore the impact retirement accounts and non-compliant annuities have on your client’s Medicaid eligibility, as well as options and best practices for spending down these accounts using a Medicaid Compliant Annuity. Tom will cover:
- How IRAs are treated for Medicaid purposes and how to properly fund those accounts into an MCA
- Why different types of annuities have a different impact on Medicaid eligibility
- How to sell an existing immediate annuity that cannot otherwise be surrendered or transferred
Don’t miss this crucial session! Reserve your spot now.
*1.0 hour standard CLE pending
This Webinar Starts In:
