SECURE Act/DCI

Would the beneficiary of a Special Needs Trust who qualifies for SSI and SSDI qualify as a DCI under the SECURE Act?



Not sure what DCI stands for, but most likely an “eligible designated beneficiary”  (EDB). If so, yes this beneficiary would be able to use their single life expectancy for RMDs, just as prior to the Secure Act. There is also some relief from the usual trust rules in the case of a non SNT trust including a disabled beneficiary while having multiple EDBs and DBs.

Add new comment

Log in or register to post comments