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Handling IRAs and Existing Annuities

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Case Study: Protecting an IRA
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Handling IRAs and Existing Annuities

Presented By: The Krause Agency

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More videos from the Krause Mastering Medicaid Compliant Annuities Series:
An Introduction to Krause and MCAs
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An Introduction to Krause and MCAs
How We Work Together
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About the Medicaid Program
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About the Medicaid Program
Pre-Planning vs. Crisis Planning
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Pre-Planning vs. Crisis Planning
Non-Financial Eligibility Requirements
4:35
Non-Financial Eligibility Requirements
Financial Requirements
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Financial Requirements
Qualified Income Trusts
4:05
Qualified Income Trusts
Monthly Maintenance Needs Allowance
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Monthly Maintenance Needs Allowance
Countable vs. Exempt Assets
9:36
Countable vs. Exempt Assets
Community Spouse Resource Allowance
6:45
Community Spouse Resource Allowance
The Lookback Period and Penalty Period
4:50
The Lookback Period and Penalty Period
What Constitutes a Divestment?
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What Constitutes a Divestment?
The Medicaid Application and Denials
6:00
The Medicaid Application and Denials
Estate Recovery
4:50
Estate Recovery
How a Medicaid Compliant Annuity Works
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How a Medicaid Compliant Annuity Works
Planning for a Married Couple
10:26
Planning for a Married Couple
Case Study: Single Person
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Case Study: Single Person
Planning for a Single Person
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Planning for a Single Person
Case Study: Married Couple
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Case Study: Married Couple
Case Study: Protecting an IRA
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Case Study: Protecting an IRA
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