Join us on the second Tuesday of each month for Florida forum virtual meetings.

The SECURE Act changed the way Americans plan for retirement. This presentation will delve into how to take advantage of the lifetime stretch provisions of the SECURE Act as they relate to the distribution of inherited individual retirement accounts (IRAs) to disabled and chronically ill beneficiaries. A review of the statutes and regulations, along with how to draft unique strategies, will assist practitioners in preparing special needs trusts that will achieve the maximum tax benefits afforded to individuals with special needs.. 

We hope you can make it! Until then, keep in touch on the Florida online community group. 

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