“Mission Critical” Financial Planning: 3 Tips for Special Needs Security
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PSN Team 
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Ensuring Financial Security for Your Child with Special Needs: Insights from James Lange
Seasoned financial expert James Lange, a CPA and parent of a child with a disability, shares mission-critical tips for special needs financial planning from his new book “Retire Secure For Parents of a Child with a Disability.” In this insightful video, James discusses the importance of qualifying for benefits, creating a special needs trust, and implementing strategic Roth IRA conversions. Don’t miss out on these crucial insights to secure your child’s financial future.
Key Takeaways:
- Qualifying for Government Assistance: Learn the ins and outs of securing SSI and SSDI benefits for your child, ensuring they receive essential support.
- Crafting an Effective Estate Plan: Discover the importance of establishing a Special Needs Trust to protect your child’s financial interests while preserving crucial government benefits.
- Maximizing Inherited IRAs: Understand the significance of meeting specific trust conditions to stretch or defer distributions from inherited IRAs, potentially saving significant tax sums.
- Strategic Roth IRA Conversions: Explore the benefits of strategic Roth IRA conversions, unlocking long-term financial security and potential savings for your child.
- Early Planning for Peace of Mind: Lang emphasizes the importance of proactive financial planning, urging parents to take action early to alleviate anxiety and ensure a brighter financial future for their children.
Why Watch?
Access to expert insights from James Lang to navigate the complexities of financial planning for children with special needs effectively. Gain actionable strategies, personalized guidance, and peace of mind as you take proactive steps toward securing your child’s financial future.
WATCH NOW
Visit: https://disabledchildplanning.com/
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This post originally appeared on our January/February 2024 Magazine
