Table of Contents Page I. Anthony J. Enea Biography…………………………………………. 2 II. Treatment of Non Qualified Annuities for Medicaid Eligibility 4 …….. III. Treatment of Qualified Annuities and IRA’s for Medicaid Eligibility…5 IV. Treatment of Roth IRA’s for Medicaid Eligibility 6 …………………….. V. Beneficiary Designation Issues and Their Impact Upon Potential Estate Recovery………………………………………………………………… 6 The information contained herein is for informational purposes only. Please consult with an attorney before undertaking any actions in reliance upon the information contained herein. No legal representation is intended by the information presented. *IRS Circular 230 Disclosure: In order to ensure compliance with IRS Circular 230, we must inform you that any U.S. tax advice contained herein and any attachments hereto is not intended or written to be used and may not be used by any person for the purpose(i) avoiding any penalty that may be imposed by the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matter addressed herein.
Table of Contents Page I. Anthony J. Enea Biography…………………………………………. 2 II. Treatment of Non Qualified Annuities for Medicaid Eligibility …….. 4 III. Treatment of Qualified Annuities and IRA’s for Medicaid Eligibility…5 IV. Treatment of Roth IRA’s for Medicaid Eligibility …………………….. 6 V. Beneficiary Designation Issues and Their Impact Upon Potential Estate Recovery………………………………………………………………… 6 The information contained herein is for informational purposes only. Please consult with an attorney before undertaking any actions in reliance upon the information contained herein. No legal representation is intended by the information presented. *IRS Circular 230 Disclosure: In order to ensure compliance with IRS Circular 230, we must inform you that any U.S. tax advice contained herein and any attachments hereto is not intended or written to be used and may not be used by any person for the purpose(i) avoiding any penalty that may be imposed by the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matter addressed herein.
Impact%20of%20Annuities%20and%20Qualified%20Retirement%20Accounts%20on%20Mediciad%20Eligibility%20and%20Long%20Term%20Care%20Planning.docx