This course will discuss the effect an IRA has on your client’s Medicaid eligibility and will review how a Medicaid Compliant Annuity can help them qualify for benefits without liquidating the account. Also included are case examples to better understand the strategies and considerations involved with IRA-MCA planning.
SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving
The scenarios were clear and well-written. Easy to understand and follow.
This program will be filed for Tennessee CLE credit. Please email a request to email@example.com for Georgia and Mississippi CLE credit.