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.

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

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.

Families who had previously sought to establish an SNT for a disabled loved one could not effectively designate a charitable organization as a remainder beneficiary. Legislation passed in late 2022 has changed this.

A True Link card could save your family member from exploitation and predatory banking practices.

The Senate and House have cleared the passage of a year-end $1.7 trillion appropriations bill that will affect people with disabilities on several fronts.

If you currently receive - or are planning to apply for - Social Security or Supplemental Security Income, you can now visit the Social Security Administration’s recently updated My Social Security portal to complete many tasks online.