This program discusses the different crisis planning options to consider in Illinois with retirement accounts.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
This program discusses the different crisis planning options to consider in Illinois with retirement accounts. It includes addressing how income taxes are mitigated through these spend downs while maximizing the Medicaid benefit. Also discussed are what funding options are available and which one to choose for your client.
Stuart Otto, AshBer, FL
Expires: 6/1/27