Medicaid Issues

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  • oceanlovin'ea
    Senior Member
    • Jun 2005
    • 2682
    #16
    I am pretty sure that the IRA's have an individual as the beneficiary.


    Linda, EA

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      • Burke
        Senior Member
        • Jan 2008
        • 7068
        #17
        I see a lot of these where the spouse is named, who died prior to the surviving taxpayer. No contingent. Ergo, all goes to estate. Make sure all life insurance, IRA's and annuities have a current, valid beneficiary.

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