Using IRAs to Fund Medicaid Compliant Annuities
Date Listed: January 3, 2020
Presented By: Alex Thompson, Benefits Planner
Join us for episode 5 of Industry Insights, a new video series where we discuss the latest from the elder law community!
Episode 5 features one of our Benefits Planners, Alex Thompson, who spends time discussing a strategy we’re often asked about: funding Medicaid Compliant Annuities with an IRA. Alex takes an in-depth look at how this strategy can help clients avoid potential tax consequences and the methods in which an IRA can be transferred to a Medicaid Compliant Annuity without tax penalties. He also provides advice and expectations for attorneys using this strategy.
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