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 … Continue Reading
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 … Continue Reading
Coastal Senior is a monthly periodical covering the South Carolina and Georgia low country. Bob Mason is its legal columnist.
[Note: The Georgia annuity rules described below are very similar to the North Carolina annuity rules - see discussion of annuities at Basic North … Continue Reading