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How to Handle IRAs in Medicaid Planning

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How to Handle IRAs in Medicaid Planning

Presented By: The Krause Agency

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Medicaid’s treatment of IRAs as either a countable or exempt resource varies by state. Learn how you can eliminate your client’s countable IRA, protect the account, and avoid liquidation by transferring it into a Medicaid Compliant Annuity.

More videos from the Krause Basics Series:
An Overview of the Medicaid Program
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Introduction to Medicaid Compliant Annuities
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Medicaid Planning for a Married Couple
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Medicaid Planning for a Single Person
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The CSRA and MMNA
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The Medicaid Penalty Period
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Dealing with Non-Compliant Annuities
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