START MY CLIENT PROPOSAL
Dealing With IRAs

Watch Next:

Avoiding Spousal Impoverishment
3:24
Avoiding Spousal Impoverishment
PLAY NEXT VIDEO

Dealing With IRAs

Presented By: The Krause Agency

LoadingFavoriteAdd to favorites

How IRAs and other retirement accounts are treated for Medicaid purposes varies by state. The account could be countable, or it could be exempt. Find out how you can help your clients deal with countable IRAs without liquidating the account and incurring hefty tax consequences.

Please log in to view the transcript for this video.
More videos from the Krause Basics Series:
The Medicaid Penalty Period
3:07
The Medicaid Penalty Period
Planning for a Married Couple
3:42
Planning for a Married Couple
Dealing with Non-Compliant Annuities
3:24
Dealing with Non-Compliant Annuities
Avoiding Spousal Impoverishment
3:24
Avoiding Spousal Impoverishment
Planning for a Single Individual
3:25
Planning for a Single Individual
Introduction to Medicaid Compliant Annuities
3:29
Introduction to Medicaid Compliant Annuities
Introduction to Medicaid Planning
3:44
Introduction to Medicaid Planning
Free Client Demo

Learn How We Work Together with a FREE DISCOVERY CALL

If you're ready to learn more about incorporating Medicaid planning into your business, book a free consultation with one of our experts. This Discovery Call gives us a chance to learn how we can best serve you in the elder care planning process.

SCHEDULE YOUR FREE DISCOVERY CALL