Expert guides about financial in Montana from Brevy Care.
In 2026, Montana Medicaid does not use the $2,982 monthly income limit for long-term care that most states apply; it runs a medically needy spend-down against a $525 monthly income level instead.
Montana residents 62 or older with combined household income below $45,000 can claim a refundable credit worth up to $1,150 a year, and it applies to renters as well as homeowners.
Montana taxes your Social Security benefit to the same extent the federal government does.