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Re: A Technical Question about Annuities

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Usually, DEFERRED annutities are Medicaid friendly. That is " usually " . This is

really a more complicated question than a simple answer.

From: Margie Sillery <margiesillery@...>

Subject: A Technical Question about Annuities

ipaddunite

Date: Monday, May 23, 2011, 12:27 PM

 

Do any of our experts know what makes an annuity " medicaid qualified " ?  If

income from an annuity puts someone over the eligibility threshold, what can be

done?

 

Thanks

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Posted
Posted

I am sorry.

I believe that IMMEDIATE annuities are Medicaid Friendly. DEFERRED annuties are

not.

From: Margie Sillery <margiesillery@...>

Subject: A Technical Question about Annuities

ipaddunite

Date: Monday, May 23, 2011, 12:27 PM

 

Do any of our experts know what makes an annuity " medicaid qualified " ?  If

income from an annuity puts someone over the eligibility threshold, what can be

done?

 

Thanks

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