Recorded Course: Strategies Using IRAs in Veteran Benefits & Medicaid Planning

Recorded Course Strategies Using IRAs in Veteran Benefits & Medicaid Planning

Wondering about the best strategies to use when an IRA needs to be cashed out? As a result of the balloon-style Single Premium Immediate Annuity (“SPIA”) no longer being available, other options are available.

This video will teach you about alternatives to consider for clients including structuring the SPIA payments based on IRS life expectancy.

Duration: 58 minutes

Presenter: Dale Krause, JD, LLM, Krause Financial Services