Dan asks: If monthly income from an IRA exceeds $2,908 for a single person, would that result in disqualification for Medicaid? We break down the income limits, potential strategies to navigate Medicaid eligibility, and how certain tools—like Qualified Income Trusts (Miller Trusts)—can help individuals qualify despite exceeding the income cap. Tune in for a clear explanation of how Medicaid rules apply to retirement accounts and long-term care planning.

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Inbox Questions | IRA Income & Medicaid Eligibility: Will Too Much Disqualify You? 10:08 Share

Big Picture Retirement

Shownotes Transcript

Inbox Questions | IRA Income & Medicaid Eligibility: Will Too Much Disqualify You?