The case for annuities AND professional administration

Medicare Set-Aside Blog on November 13, 2008
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This inquiry received through the comments section of our
blog says it best:


” My question is I have a 300.000 msa annuity that I
want to sale what would I have to do to sale it for a lump some”.


Fortunately for all concerned, annuities purchased on behalf
of workers’ compensation claimants cannot be transferred for a lump sum. So
while it doesn’t look like complying with the self-administered MSA guidelines
is high on this claimant’s to-do list, at least not all of his/her Medicare
Set-Aside funds can be squandered in year one.

MEDVAL 1-888-SET-ASIDE (1-888-738-2743)
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