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Using Annuities in MassHealth Planning for Nursing Home Residents

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Published on Feb 22, 2018

Immediate annuities have long been used in long-term care planning as a means of converting assets that are countable against the limits for MassHealth eligibility into an income stream that does not affect eligibility. But the rules for annuities to comply are complex.

Harry Margolis leads a deep dive into when and how best to use annuities in long-term care planning.

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