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The American Equity Investment Life Insurance Company, http://www.american-equity.com/, based in Des Moines, Iowa, recently made an announcement regarding its acceptance of annuity new business in relation to Veterans Administration Benefits planning.
With more insurance agents and financial advisors expanding their practices to include Veterans Aid & Attendance benefits planning, I have seen countless self-dubbed "VA Planning Specialists" offering their services to elder law attorneys.&# ...
When developing a Veterans Aid & Attendance plan involving a single premium immediate annuity, various factors need to be taken into consideration above and beyond the financial figures.
1. How long is the claimant anticipated to be on VA benefits?
The factors that play an important role in answering this question include: the claimant's current age, medical condition and prognosis, level of care, net worth, monthly income, cost of care, and family history of similar care.
Note:&# ...
Recently, I worked on a case involving an individual who wanted to put his $90,000 IRA into a Self-Settled (d)(4)(A) Trust. Even though I could get the IRA transferred into a tax-deferred annuity owned by the trust, there was a question as to whether the transaction involved a taxable event. To eliminate the question, the safest course of action was to obtain a favorable private letter ruling. However, the cost of such a ruling, whether favorable or not, is approximately ...
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