March 30, 2024

SECURE Act 2.0 Expands Stretch Distributions on Retirement Accounts for Special Needs Trusts

In an article currently appearing in the New Jersey Law Journal, Associate Julie Cross explains why estate planners may want to consider advising clients to leave more of their retirement benefits to children with special needs and non-retirement accounts to other children in light of recent changes to the retirement planning landscape.

Click here to read “SECURE Act 2.0 Expands Stretch Distributions on Retirement Accounts for Special Needs Trusts”