It’s no secret that IRAs are some of the trickiest assets to deal with during the crisis Medicaid planning process. That’s where a Medicaid Compliant Annuity can help. This product acts as a spend-down without incurring immediate tax consequences on your client’s IRA.

In this webinar, Aaron Kempen will discuss how to fund an IRA into an MCA and practical strategies to use with your clients. Aaron will cover:

  • Medicaid’s rules surrounding IRAs
  • The process of transferring an IRA to an MCA without triggering taxation
  • Case studies showcasing how this solution works in practice

Watch the session now!