Gifting Plans in Income Cap States
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Why Purchase an Annuity if the State Medicaid Agency is required to be the beneficiary?
What does “Actuarially Sound” Mean?
A.M. Best Ratings
What Type of Assets Can be Used to Purchase a Medicaid Compliant Annuity (MCA)?
Medicaid and Medicaid Planning Defined
Medicaid Planning and Qualified Accounts
Gifting & Medicaid Compliant Annuity Planning for an Individual Client
Deficit Reduction Act outlines Different Rules for Retirement Annuities vs. Non-Retirement Annuities
Purchasing a Medicaid Compliant Annuity Pre-Snapshot vs. Post Snapshot
Name on The Check Beneficiary Example
Medicaid Annuity Beneficiary Designations
New Jersey Medicaid Updates Penalty Divisor, Effective April 1, 2020
Monthly Maintenance Needs Allowance (MMNA): What Does it Mean and How do Calculate it?
How to Calculate the Community Spouse Resource Allowance (CSRA)
Medicaid: Countable Assets vs. Non-Countable Assets
What is Name on The Check Rule?
Planning Options for the Medicaid Applicant/Institutionalized Spouse’s Qualified Retirement Account
Factors to Take into Consideration When Determining How Long to Structure A Community Spouse's MCA
Medicaid Planning with Qualified/IRA Retirement Accounts