Episode 5 of Industry Insights 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.
