How to Spend Down Retirement Accounts for Medicaid

Medicaid Planning

Since retirement accounts are very common assets amongst seniors, it’s vital to understand how to deal with these accounts in crisis Medicaid planning.

Katie Camann
May 9, 2025
By Katie Camann
How to Spend Down Retirement Accounts for Medicaid

Gain expert insights on products, trends, and tips to grow your business with our blog.

How to Spend Down Retirement Accounts for Medicaid
Medicaid Planning
How to Spend Down Retirement Accounts for Medicaid
Want to Sell More LTCI? Look Through the Caregiver’s Eyes
Long-Term Care Insurance
Want to Sell More LTCI? Look Through the Caregiver’s Eyes
How Well Do You (and Your Clients) Know Long-Term Care Insurance?
Long-Term Care Insurance
How Well Do You (and Your Clients) Know Long-Term Care Insurance?
Options for Funding a Medicaid Compliant Annuity
Medicaid Planning
Options for Funding a Medicaid Compliant Annuity
The Power of Planning: A Smart, Client-Centered Approach to Long-Term Care Insurance
Long-Term Care Insurance
The Power of Planning: A Smart, Client-Centered Approach to Long-Term Care Insurance
Helping Clients Navigate the Long-Term Care Insurance Underwriting Process
Long-Term Care Insurance
Helping Clients Navigate the Long-Term Care Insurance Underwriting Process
How to Calculate the Monthly Maintenance Needs Allowance for Medicaid
Medicaid Planning
How to Calculate the Monthly Maintenance Needs Allowance for Medicaid
Top 5 Long-Term Care Insurance Facts Every Agent Should Know
Long-Term Care Insurance
Top 5 Long-Term Care Insurance Facts Every Agent Should Know
March Madness and Long-Term Care Insurance: A Winning Strategy for Agents
Long-Term Care Insurance
March Madness and Long-Term Care Insurance: A Winning Strategy for Agents
Strengthen Your Portfolio: Gain a Competitive Edge with Long-Term Care Insurance
Long-Term Care Insurance
Strengthen Your Portfolio: Gain a Competitive Edge with Long-Term Care Insurance
Understanding Medicaid’s Lookback Period and Its Impact on Asset Transfers
Medicaid Planning
Understanding Medicaid’s Lookback Period and Its Impact on Asset Transfers
3 Advantages of Hybrid Long-Term Care Insurance
Long-Term Care Insurance
3 Advantages of Hybrid Long-Term Care Insurance

Discover how we work together to grow your business.

Book a Call