skip to Main Content
Using Annuities To Save IRAs In Medicaid Planning

Using Annuities to Save IRAs in Medicaid Planning

Presented by: Dale M. Krause, J.D., LL.M., Krause Financial Services

Join Krause Financial Services President and CEO Dale M. Krause, J.D., LL.M. as he dives into crisis Medicaid planning with IRAs.  He’ll discuss strategies for saving those tricky retirement accounts when your client is in a nursing home and how to avoid the economic consequences of liquidation.  Plus, he’ll discuss how to use the “Name on the Check Rule” successfully, which is a hot Medicaid planning topic that you don’t want to miss.

X