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Retirement Plan › Disability › Beneficiaries

Chambliss, Bahner & Stophel, P.C.

Passing Retirement Benefits to a Child With Special Needs

Chambliss, Bahner & Stophel, P.C. on

Under the SECURE Act, disabled beneficiaries can stretch out inherited retirement account distributions beyond 10 years, provided their life expectancy is longer than the default 10-year rule. Generally, an Applicable...more

Chambliss, Bahner & Stophel, P.C.

Estate Planning and Retirement Considerations for Late-in-Life Parents

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Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his...more

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