Finance

How Annuities and Qualifying for Public Benefits can Help

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Retirement planning can be confusing. Not only is it complex, but the rules can change quickly, particularly in times of financial tumult and upheaval. If you choose to use an annuity as part of your retirement planning, be aware that the dispersal of the annuity upon your death may be directed to Medicaid. If you want it to go somewhere else, you need to consider those plans carefully before you purchase your annuity.

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