September 29th, 2016
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Latest Articles

Eligible Hoosiers Can Now Open an ABLE Account – in Ohio

Eligible Hoosiers Can Now Open an ABLE Account – in Ohio Eligible Hoosiers can now open an ABLE (Achieving a Better Life Experience account) courtesy of the State of Ohio.  An “eligible” Hoosier is a person who develops a disability before the age of twenty-six (26).  The person must have had this disability for at least one year or must expect their disability to last at least a year. The Ohio accounts are called STABLE accounts.  You can enroll on-line at www.STABLEaccount.com.  You can view questions and answers about STABLE accounts at www.STABLEaccount.com/faq. STABLE accounts allow disabled Hoosiers to rem ...

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Non-Qualified Annuities

NON-QUALIFIED ANNUITIES Properly Naming the State of Indiana as a Beneficiary The State needs to be named as a beneficiary by the time of the Medicaid application in some situations.  You must name the State as primary beneficiary (unless a minor or disabled child exists) before the Medicaid application if we are taking any of the following steps with the non-qualified annuity: Additions of principal; Elective withdrawals; Requests to change the distribution of the annuity; Elections to annuitize the contract; A change in ownership; or Any other non-routine action. The State must be listed second if there is a minor o ...

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