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August 14, 2019 at 4:07 pm
#32177
Keymaster
Madeleine,
The best approach in my experience is to make the economic argument as to why they need the equity and the IRA: usually its that they cannot cover their allowable expenses and based on life expectancy, they need that money to support themselves.
I would watch the program we did on ETA and DCSC offers in the collections area. I walked through actual cases we had in the office to illustrate this.
Eric