Presenter: Darryl Lynch, AIF®, The Lynch Group of Oppenheimer & Co. Inc.
Date and Time: Thursday, January 12, 12:00-1:00 p.m. ET
Passing on an individual retirement account (IRA) can be an effective way to pass on a legacy to a loved one with special needs. Utilizing a first-party special needs trust to receive the funds from an inherited IRA has unique tax consequences as well.
Join financial advisor Darryl Lynch, AIF®, as he illustrates the transfer process and the impact it can have on beneficiaries. He will also review the investment decisions and allocations relevant to these transactions.
Who Should Attend this webinar?
Attorneys and staff interested in learning how to efficiently transfer an IRA to a loved one with special needs.