IRA Stretch Trust

Reasons to set up a Third Party Supplemental Needs Trust as an Accumulation IRA Stretch Trust

Posted Posted in Income Tax, IRA Stretch Trust, Special Needs Planning, Special Needs Trust, Third Party Special Needs Trust

In a previous post, I described the Reasons to Set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust.  The same Third Party Supplemental Needs Trust can also be set up as an IRA Stretch Trust. If a Special Needs person is named as beneficiary of an IRA, 401k, 403b or any other […]