This is a public forum.

Suggest you complete your profile, add your picture and continue to contribute.The challenge of trying to help a 3rd party assist an elderly friend with specific issues on a national/international public forum is that any advice must be restrained and general in nature.In CA, where I've been working probate and elder law matters for three decades, our state program is called Medi-Cal, administered by Department of Health Care Services.

Also any recommendations for Real Estate magazines or publications that speak to this would be helpful as well.

Most of these types of income are discussed in Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities under the heading Withholding on Specific Income.Income from SecuritiesIncome Paid to U.S.

Plans are public.

I want to find something similar that is available to the public that is  equally all encompassing.  

Check with an accountant to verify your circumstances.Here is the specific IRS guidance with examples: https://www.irs.gov/publications/p527/ch02.html

IE send me 750 dollar fee to process your paper work and you never hear from them again. to my knowledge the only way to get these super low rates is to have a big enough brokerage account full of stocks and bonds that are publically traded pledge 50% of them and get a loan at one over libor..

We'll be going "public" about our operations early next year, so hopefully you'll read about us in the news then!

If you have enough cash in a Roth to purchase a property outright (or even with leverage), hold & rent for several years, then sell, and then subsequently have access to all of that earned cash tax-free at distribution...it's hard to find a publicly traded investment that would generate the same type of return.