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Special needs trusts can be used to preserve eligibility for public benefits.

Special Needs Trusts Preserve Eligibility for Government Benefits.

If you have a loved one who deals with chronic illness or a disability of some kind, you want to be able to keep supporting them after you’re gone. However, you don’t want to disrupt their ability to collect funds from programs like Medicaid or disability payments. In these situations, you can use a special needs trust.

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Withdrawing money from an IRA requires planning.

What Do I Do With an Inherited IRA?

If you are lucky enough to inherit a 401(k) or an IRA, when you don’t know what you are doing, you could put your inheritance at risk. The tax rules need to be followed to the T. These IRS inherited IRA rules will vary, depending on who has passed away, and who is inheriting the retirement accounts.

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