148 Financial Planning for your child with disability
Jan 24, 2025
We explore essential planning for parents of children with disabilities with CPA and estate attorney James Lange!
Note and disclaimer - this episode deviates from our previous episodes in that it is about financial planning and how to provide for our kids after us. Please use your usual due diligence and research before implementing these strategies. Also please note that this episode is very US-centric.
James shares his personal experience and provides valuable insights, emphasizing three critical steps: getting the child approved for SSI or SSDI, creating a special needs trust for estate planning, and optimizing taxes through Roth IRA conversions.
James offers a free book, 'Retire Secure for Parents of a Child with a Disability,' and a virtual summit for further resources and support.
Connect with James Lange at www.paytaxeslater.com and explore his book, “Retire Secure for Parents of a Child with a Disability,” for more detailed guidance.
Listen On
 |
 |
Disclaimer: The information in this Podcast is for educational purposes only. Vaishnavi Sarathy, Ph.D. is an educator, not a doctor, specifically not your child’s doctor. Please consult your physician before implementing any supplement or diet recommendations.
Join the most determined disability community that is:
- ABANDONING THE IDEA OF LEARNING AND INTELLECTUAL DELAY.
- ready for their kids to receive AN EQUAL EDUCATION
- ready to be in the ZONE!
Enter your email address below to sign up for my newsletter, and in just 5 mins every week, get ready to transform your understand of learning and gut health, regulation and focus, stability and education!
Your information is protected and I never spam, ever. You can view my privacy policy Here.
