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Krause Financial Services Press releases

51 - 60 of 121 Press Releases

Jun 25, 2012
As a result of a performance audit conducted by the United States Government Accountability Office during the period of July 2011 to May 2012 regarding the Department of Veterans Affairs ("VA") pension program, eligibility changes are forthcoming.

Jun 06, 2012
One of the largest obstacles in Veterans Benefits planning can be taking future Medicaid benefits into consideration - planning for the unknown.

May 30, 2012
When investing in an annuity providing immediate payments an applicant can usually select one of three different payout options: Life-Only Payout: Payments continue as long as the owner/annuitant lives.

May 16, 2012
The use of promissory notes in crisis Medicaid planning is becoming increasingly unpopular throughout the nation. In Arkansas, they are treated as trust-like devices, thus determined to be countable resources.

May 10, 2012
In the last five years, 10 companies that were once in the top 20 market share in the long-term care insurance industry have bailed, according to Limra, an industry research group.

May 10, 2012
North Dakota is amongst a handful of states that impose the annuity legislation outlined in the Deficit Reduction Act of 2005 ("DRA") as well as their own added annuity requirements.

Apr 17, 2012
For those that are not familiar with the term, a partial cure exists when a giftee returns a portion of a gift to a Medicaid applicant, thereby reducing any previously applied divestment penalty period accordingly.

Apr 09, 2012
In most states retirement accounts and retirement annuities are treated differently for Medicaid purposes. A retirement account will traditionally be considered under the retirement asset rules, and applied to eligibility accordingly.

Apr 01, 2012
The legislation regarding annuities contained within the Deficit Reduction Act of 20051 ("DRA") seems to apply only to the "annuitant who has applied for medical assistance."

Mar 22, 2012
Section 402(c)(11) of the Internal Revenue Code ("IRC") permits a non-spousal beneficiary to inherit a retirement asset and to receive required minimum distributions ("RMDs") based on the Internal Revenue Services' single life table.


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