When You Should Consider a Medicare Set Aside for a client

Published: Oct. 19, 2020, 8 a.m.

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If you have a client who is on Medicare (or will soon be entitled to Medicare), it\\u2019s important to determine if you should set up a Medicare Set Aside account for them.

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In this episode, Greg Maxwell sheds some light on whether an MSA is required and what it means to consider Medicare\'s future interest.

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Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.

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