Medicaid Planning for the Institutionalized Spouse's IRA: "Name-on-the-Check" Rule
Presented by: Dale M. Krause, J.D., LL.M., Krause Financial Services

Webinar Wednesday, September 27, 1:00 - 2:00 p.m. ET

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

This webinar will address those options, including:
  1. Name-on-the-Check-Rule.pngLiquidating 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