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Using Annuities to Save IRAs in Medicaid Planning

Webinar Recorded: October 31, 2018
Presented by Dale M. Krause, J.D., LL.M.,
Krause Financial Services
Duration: 58 minutes

Watch Krause Financial Services President and CEO Dale M. Krause, J.D., LL.M. as he dives into crisis Medicaid planning with IRAs. He discusses 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 also discusses how to use the “Name on the Check Rule” successfully, which is a hot Medicaid planning topic that you don’t want to miss.

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