On Medicaid-Compliant Annuities, How To Stay Within The Lines
Fortunately, the Medicaid qualification rules have evolved to permit the healthy spouse to receive income from an annuity product without jeopardizing the unhealthy spouse’s Medicaid eligibility. The rules governing the use of Medicaid- compliant annuities are strict, however, and the prevalence of state challenges to these annuities in recent years…
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