November 2018 - warnerlg.com

IRA Distributions to Special Needs Trusts: Minimizing Income Taxes

by awarner | Nov 15, 2018 | Estate Planning, special needs planning, Special Needs Trust, Trust

For many parents, the majority of their savings is held in some kind of a retirement account, often an Individual Retirement Account (IRA). At age 70 1/2, an IRA account holder faces the Required Beginning Date, when he or she must take mandatory distributions from...

IRA Distributions to Special Needs Trusts: Minimizing Income Taxes

Recent Posts

Archives

Categories