IRA/Military/RSA Trust Beneficiaries

This advanced seminar will explore the complex rules and regulations surrounding the use of Special Needs Trusts (SNTs) as beneficiaries of Individual Retirement Accounts (IRAs), military pensions, and Retirement Systems of Alabama (RSA) benefits. Our expert faculty will delve into the intricacies of the SECURE Act, required minimum distributions, and potential penalties, as well as the unique considerations for military pensions and RSA benefits.