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Tag

special needs planning; estate planning

CMP Financial Planning
DDS Financial Insights
Special Needs/Disability Planning
March 20, 20180Comments

Should You Avoid Designating Your IRA to the SNT?

By Barry Jamieson, CFP®, MA Ok, so you have established a Special Needs Trust (SNT) or you have plans to do so. You have been thinking about what assets will be
by Aaron Gilliam

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