Showing posts with label annuity. Show all posts
Showing posts with label annuity. Show all posts
Friday, May 14, 2021

Inflation Indexed Annuities in Aging in Place Planning

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Illustration 217469610 © Adonis1969 | Dreamstime.com Rarely do articles on this blog deal with specific investment options.  Recently, howev...
Tuesday, July 7, 2020

Court Protects an Estate Sued By An Annuity Company For Over-payment: Companies Should Know When Their Customers Die

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ID 179769815 © Artur Szczybylo | Dreamstime.com An annuity company sued a customer’s estate for not reporting the death of his wife, wh...
Monday, April 27, 2020

Company’s Ability to Change Terms of Irrevocable Annuity Does Not Make It Available Resource

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Medicaid applicant’s irrevocable annuity is not an available resource even though the company issuing the annuity has the authority to ch...
Wednesday, February 5, 2020

Community Spouse's Annuity Cannot Be Recovered by State

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Estate recovery is the authority of a state to recover costs for services rendered under the State Medicaid program upon the Medicaid rec...
Monday, February 6, 2017

Congress Considering Removing Medicaid Eligibility Planning Opportunities- Spousal Income Annuities Targeted

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Congress is considering making it harder to qualify for Medicaid if a community spouse has an annuity.  The change is  part of an effort ...
Friday, January 9, 2015

Ohio Forced to Embrace Compliant Annuities in Medicaid Planning

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Medicaid compliant annuities are useful tools in long-term care planning for many married clients.  A married couple typically purchases a M...
Thursday, August 21, 2014

Ohio Supreme Court Hears Arguments in Medicaid Pre-Eligibility Transfer Case

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Does federal Medicaid law allow the unlimited transfer of assets between spouses after one spouse is institutionalized, but before Medi...
Tuesday, July 15, 2014

Annuities Purchased by a Medicaid Applicant Must Name State as Remainder Beneficiary

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The Georgia Supreme Court recently issued an opinion regarding the requirement that an annuity purchased by a Medicaid applicant must nam...
Monday, March 29, 2010

Annuity Tax Remains in Health Care Reform

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By Steven A. Morelli, Senior Editor, InsuranceNewsNet Despite protests from insurance groups, the health care reconciliation act will add...
Wednesday, March 24, 2010

Ohio Increases Annuity Guaranty Coverage

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Ohio Department of Insurance Director Mary Jo Hudson has announced that a recent amendment to Ohio insurance law by the Ohio General Assembl...
Wednesday, March 10, 2010

Value of Annuities Behind Fed Efforts to Boost Retirement Savings

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In January, the Obama administration announced an initiative to promote the availability of annuities in qualified retirement, 401(k), and s...
Tuesday, January 12, 2010

Laddering Fixed Annuities for Cash Accumulation

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The July issue of Advisor Today introduces a unique cash accumulation strategy that merits close attention: laddering fixed annuities. Mass...
Thursday, August 9, 2007

Income Annuities for Retirement Financial Security

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Wharton Study Suggests Lifetime Income Annuities Best Asset Class for Retirement Financial Security Reprinted from Businesswire.com. ...