Special needs planning requires a robust estate plan and regular reviews, especially after the passing of the SECURE 2.0 Act. In this webinar, special needs planner Kristin Carleton and attorney Joseph Kozlowski educated us on how SECURE 2.0 impacts IRA distributions for disable beneficiaries and how IRAs with a special needs trust as beneficiary need to be updated with language specific to the Secure Act 2.0.
01-17-2024 Special Needs
Special Needs Planning after SECURE 2.0
Presented by Kristin Carelton and Joseph Scott Kozlowski