Financial Planning

If you have a child with a disability, there are several advantages to converting your traditional IRA to a Roth IRA. These benefits include tax-free withdrawals that will last over the course of your child's lifetime.

Tax season begins this month, with the filling deadline set for mid-April for most taxpayers. Working individuals may be unaware that they qualify for potential tax breaks. Many taxpayers who have a limited earned income, for example, overlook the Earned...

Children with disabilities present a unique challenge for parents engaging in estate planning. You'll want to optimize your estate to enhance and enrich assets for your child while maintaining their enrollment in public benefits.

Retirement accounts like 401(k)s and IRAs make up the majority of most people's savings. While these plans encourage saving by offering significant tax rewards, they were certainly not set up to help families with special needs.

Special Needs 101

Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

Special Needs 101

When a child with special needs is setting aside money for college, a 529 Plan may not be the best option. Here are some things to think about when family members ask about the best way to provide funds for...

Special Needs 101

Credit cards let a trustee of a special needs trust avoid giving cash to a beneficiary that can jeopardize benefits eligibility. The beneficiary can also make small purchases without being micromanaged.

Special Needs 101

Some special needs trusts may be eligible for considerable tax savings. Here's how.

Special Needs 101

Improving financial literacy is essential for many children and young adults with autism in gaining independence and preparing for adulthood.