Protect Your Client’s IRA Using Medicaid Annuities

IRAs can pose a challenge to attorneys engaging in Medicaid planning, but a properly structured Medicaid Compliant Annuity can help. Aaron Kempen, Krause Financials’ Senior Relationship Manager, discusses strategies for spending down your client's IRA. The program covers how IRAs are treated under the Illinois Medicaid program, best practices for structuring the annuity, and how to avoid taxes when transferring the account. In-depth case studies, including an illustration of the "Name on the Check Rule, are also examined.

Aaron Kempen, Krause Financial, De Pere, WI

Expires: 11/1/27