IRAs and SNTs - Updates from SECURE Act 2.0

Presenter: Peter Wall, Director of Fiduciary Services for True Link Financial Advisors, LLC.

A majority of wealth in the United States resides in qualified plans and IRAs. Thanks to unique provisions for people with disabilities created by the SECURE Act 2.0, Special Needs Trust (SNT) trustees have an amazing opportunity to manage Inherited IRAs for their beneficiaries, potentially extending the longevity of a beneficiary's trust resources and avoiding onerous tax consequences. Nationally recognized speaker Peter J Wall will illustrate how attorneys and families can best plan for IRAs in conjunction with SNTs and Pooled Special Needs Trusts (PSNTs). IRA funding, beneficiary planning, and Required Minimum Distributions will be reviewed, including a thorough assessment of SECURE Act 2.0 regulations.