Summerlin Benefits Consulting Q&AAnswer
Oct 23, 2024 - 12:07 PM
The SECURE Act 2.0 introduces significant changes for special needs trusts by allowing distributions to be stretched over the disabled beneficiary's lifetime. This flexibility can enhance financial support for individuals with disabilities, providing a more sustainable income from inherited retirement plans. Establishing these trusts requires legal expertise to ensure proper setup, emphasizing the importance of planning ahead to maximize benefits for loved ones with special needs.
