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You are here: Home / Archives for Annuities

January 4, 2023 by bob mason 3 Comments

Banish Annuity Confusion in 5 Minutes

Banish Annuity Confusion in 5 Minutes

The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or you left my office, and I suggested that a Medicaid Compliant annuity (we'll get … [Read more...]

Filed Under: Annuities, General, IRAs & Retirement Plans, Tax Issues Tagged With: annuities, annuity, annuity explanation, IRAs and annuities, VA and annuities

September 2, 2012 by bob mason Leave a Comment

Straight Scoop On Annuities And VA Benefits

Straight Scoop On Annuities And VA Benefits

Vets Beware! Are you a veteran interested in VA benefits . . . but worried about being taken for an “annuity ride”? Want to know the best way to use annuities if you are looking at VA benefits? Read … [Read more...]

Filed Under: Annuities, General, IRAs & Retirement Plans, Medicaid, Veterans Tagged With: annuities, Medicaid, VA Benefits, Veterans

August 15, 2012 by bob mason 12 Comments

How Annuities Can Help With Medicaid

How Annuities Can Help With Medicaid

You now understand the basics of annuities because you read Banish Annuity Confusion in 5 Minutes (If you haven't read it and you aren't an annuity expert, you better go back and read it now). But how … [Read more...]

Filed Under: Annuities, General, IRAs & Retirement Plans, Medicaid, Nursing Homes Tagged With: IRA, Medicaid, Medicaid Planning, nursing homes, retirement, transfer penalty

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Bob Mason, Elder Law & Special Needs LawRobert A. Mason, JD, CELA, CAP, is owner of Mason Law, PC, of Charlotte and Asheboro, North Carolina, a law firm devoted exclusively to legal issues involving the elderly and the disabled. Read More >>

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