Discover Solutions, Options, and Cost Savings with Inherited IRAs and Special Needs Trusts

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Webinar Recorded: January 12, 2023
Duration: 59 minutes
Presenter: Darryl Lynch, AIF®, Financial Advisor, Managing Director-Investments Portfolio Manager, Omega Portfolio Management, The Lynch Group of Oppenheimer & Co. Inc.

Passing on an individual retirement account (IRA) can be an effective way to pass on a legacy to a loved one with special needs. Utilizing a first-party special needs trust to receive the funds from an inherited IRA has unique tax consequences as well.

During  the recorded webinar, financial advisor Darryl Lynch, AIF®, illustrates the transfer process and the impact it can have on beneficiaries. He will also review the investment decisions and allocations relevant to these transactions.