Latest News

Retirement plans and special needs trusts is a complicated one

Retirement plans often make up a significant portion of assets for retirees. Parents of children with special needs, or of individuals who have become disabled as adults, question whether their retirement plan can be put into a special needs trust. The question of retirement plans and special needs trusts is a complicated one that has changed significantly since the passage of the SECURE Act. To find out more about this subject, click here…

This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.

Website by Geiger Computers