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Medicaid Planning for a Married Couple

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Medicaid Planning for a Single Person
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Medicaid Planning for a Single Person
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Medicaid Planning for a Married Couple

Presented By: The Krause Agency

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A Medicaid Compliant Annuity (MCA) is a simple tool to spend down excess assets for Medicaid. Get an overview of our planning strategies and recommendations for married couples, including how to choose a term, which spouse should own the MCA, and how to handle an IRA owned by the ill spouse.

More videos from the Krause Basics Series:
An Overview of the Medicaid Program
4:58
An Overview of the Medicaid Program
Introduction to Medicaid Compliant Annuities
4:52
Introduction to Medicaid Compliant Annuities
Medicaid Planning for a Single Person
4:02
Medicaid Planning for a Single Person
The CSRA and MMNA
3:32
The CSRA and MMNA
The Medicaid Penalty Period
3:17
The Medicaid Penalty Period
How to Handle IRAs in Medicaid Planning
4:04
How to Handle IRAs in Medicaid Planning
Dealing with Non-Compliant Annuities
3:28
Dealing with Non-Compliant Annuities
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