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  • Resources
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    • Blog
      • Reader Favorites
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      • Medicaid
      • Medicare
      • Social Security
      • Tax Issues
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    • Newsletter
  • About
    • Bob Mason, Attorney
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      • Jennifer Barbee Swift, Benefits Specialist
      • Tammy Webster, Trust Funding Specialist
    • Testimonials
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Annuities

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Banish Annuity Confusion in 5 Minutes

January 4, 2023 by bob mason

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 to those later -- see below) might be a good strategy. And you still don’t …

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Straight Scoop On Annuities And VA Benefits

September 2, 2012 by bob mason

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 on! The problem:  Some unscrupulous annuity sales people use VA benefits as an …

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How Annuities Can Help With Medicaid

August 15, 2012 by bob mason

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 can annuities help (or hurt!) you when considering either Medicaid or VA …

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