Category: Planning

Protect Either or Both Spouses’ IRAs from Nursing Home Costs

I often hear clients say that they know they won’t qualify for Medicaid assistance to help pay nursing home costs because they and/or their spouse have a large retirement account(s), such as Individual Retirement Account (IRA), Simplified Employee Pension Individual Retirement Account (SEP IRA), 401(k), or similar retirement plan.  However, we can now protect both spouses’ retirement accounts.

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