Assume you are the caretaker for a disabled individual & plan to leave your remaining assets to the disabled person. Your assets consist of Traditional Iras, Roth Iras, and funds in taxable accounts. You will be drawing down on these accounts to supplement your SS income. From which classification of assets should you draw done on first? Your goal is to provide the disabled individual with the best type of assets that will benefit him the most.Note - as caretaker you are familiar with the need to set up a Special Needs Trust but you are not sure which type of asset will be most beneficial to the benefactor.
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