Medicaid Planning for the Institutionalized Spouse's IRA

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Do you understand the options to spend-down the institutionalized spouse’s IRA account? Which option is best? 

This recorded course will address those options, including:

  1. Liquidating the IRA account, paying the income tax, and transferring the balance to the community spouse
  2. Converting the IRA account to an IRA immediate annuity in favor of the institutionalized spouse
  3. Converting the IRA account to an IRA immediate annuity in favor of the community spouse – “name-on-the-check” strategy

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

Duration: 75 minutes

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