Retirement Accounts and Their Impact on Medical Assistance Eligibility

Retirement Accounts & Social Security Benefits in Estate Planning (Live In-Person Seminar and Live Simulcast Webinar), Minnesota CLE Conference Center, 600 Nicollet Mall, Suite 370, Third Floor City Center, Minneapolis, MN 55402
04.27.2022 | 11:10 a.m. (CT)

For many Medical Assistance applicants, retirement accounts are one of their biggest assets. If you do not plan properly for your clients, retirement accounts can count as an available asset and affect their Medical Assistance eligibility. This session will provide an overview of the Medical Assistance rules as they pertain to retirement accounts and will provide practical tips for advising your clients on their best course of action under common circumstances.