Financial Planning

Working? You May Be Eligible for This Tax Credit

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...

Read more

Special Needs Planning and Retirement 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.

Read more Special Needs 101
Special Needs 101

College Savings for Students With Special Needs

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...

Read more Special Needs 101
Special Needs 101

What Does SSA Stand For?

When looking into disability, retirement, or survivors' benefits, you might have encountered the acronym SSA. Knowing what the SSA does is important if you apply for government benefits or enroll in Medicare.

Read more

Local Special Needs Planners in Your, City

Planner name

Firm Full Name & Name
City, State

Planner name

Firm Full Name & Name
City, State

Planner name

Firm Full Name & Name
City, State

Free

Special Needs Guides

Download one or more of our in-depth guides on special needs topics.

Get your Guide

Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts