Cathy and special guest Megan Gorman discuss how the SECURE Act of December 2019 changed the rules for certain beneficiaries of inherited IRAs….(read more)
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I have a mentally disabled brother who is in a trust with me where we have a Bank Trust as sole trustee and executor. Can my brother get the whole IRA with the stretch distribution under his special needs trust ? He would still fall under the % allocation (like 50%). He also benefits because he earns $0 bc he never had a job. My income bracket would go up a lot of I took any of this IRA. I want the other assets and not this inherited IRA.