REGISTER: How to Protect Your Client’s IRA in Crisis Medicaid Planning
May 16, 2024 | 12:00PM CDT
ABOUT THIS WEBINAR:
Crisis Medicaid planning can be a complex process, especially if your client has retirement accounts preventing their eligibility. In this webinar, The Krause Agency’s Sales Manager for Medicaid Compliant Annuities (MCAs), Nate Ziolkowski, will explore how to handle these accounts and still accelerate Medicaid eligibility.
Nate will cover:
- How retirement accounts and IRAs are treated for long-term care Medicaid purposes
- How an MCA can spend-down the account while avoiding tax consequences
- How to properly transfer tax-qualified assets to an MCA
Plus, Nate will go through an in-depth case study to show these concepts in action.
Reserve your spot today!
ABOUT THE PRESENTER:
Nate Ziolkowski
Sales Manager
Nate joined our team in 2018 as a Benefits Planner prior to taking on his current role. As Sales Manager, Nate regularly works with agents and advisors on planning strategies for their senior clients. He is enthusiastic about long-term care planning products and often comes up with creative solutions to challenging circumstances. Nate attended the University of Wisconsin—Green Bay and calls northeast Wisconsin home
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