As parents of a child with a disability, my wife and I worried endlessly about our daughter’s future. How would she manage after we were gone? So much is dependent on her financial security.
Using my specialized expertise in inherited IRAs and retirement plans as well as Roth IRA conversions, I came up with the best financial solution and the strategy to execute the solution. It is a three-part plan.
For the parts of the plan where I am not a true expert, I brought together a dream team of experts who work with parents of children with disabilities.
Deborah L. McFadden is the Former United States Commissioner of Disabilities. She knows more about the intricacies of applying for SSI and SSDI than anyone I know of. Her contribution to the book could be life-changing for tens of thousands of readers. Furthermore, Deborah brings a wealth of personal expertise to the area. Her daughter, Tatyana McFadden, is one of the best known paralympic champions in the world with 20 Paralympic medals including 8 gold medals and 24 World Major Marathon wins.
Julieanne E. Steinbacher, Esq., the other co-author is a Special Needs Planning expert. Julieanne helps parents of a child with a disability with their estate plans drafting wills, special needs trusts, powers of attorneys, etc. for Pennsylvania residents.
All the authors think this is by far the best financial/information resource for parents of a child with a disability.
My life mission now is to get the information in the book to as many parents of a child with a disability as I possibly can.
If you feel inclined, one way you could help would be to provide me with a referral to someone you know who is affiliated with an organization or group that offers presentations for parents of children with disabilities. An email introduction would mean the world to me, and I know my information would be appreciated and valued by any audience of people who share my concerns and who cares for children with disabilities.
Please feel free to share this link, DisabledChildPlanning.com/Jim with as many people as you think would benefit from the information.
This link, DisabledChildPlanning.com/RetireSecure allows you to choose as many or as few of our free offers as interests you including a complete digital version of the book, the executive summary and/or a synopsis of the book. If you download the book, we highly recommend that you begin by reviewing the Table of Contents to quickly identify the information that is relevant and pertinent to your circumstances.
On a personal note, Cindy and I recently celebrated our 30th wedding anniversary. We are back in Tucson for the winter now, working as hard as ever. The biggest difference between Pittsburgh and Tucson is that work meetings in Tucson are held over Zoom… and the weather.
CPA/Attorney/Registered Investment Advisor
Jim’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times). He is the author of 8 best-selling books. Some of his books have been endorsed by Charles Schwab, Larry King, Jane Bryant Quinn, Roger Ibbotson, Ed Slott Bob Keebler Larry Kotlikoff, Jonathan Clements, Paul Merriman and Burton Malkiel.
Esq., CELA/LLM in Estate and Elder Law
Julieanne is the founding shareholder of Steinbacher, Goodall & Yurchak, an elder care and special needs planning law firm, with offices in Williamsport, State College, Wyalusing and Wysox, PA. As a former social worker, she has a unique perspective on children with a disability. Each of her law offices has social workers on staff to help families coordinate care and benefits.
Julieanne E. Steinbacher
Former United States Commissioner of Disabillities
Deborah McFadden was appointed by President George H.W. Bush as U.S. Commissioner of Disabilities and was instrumental in the writing and passage of the Americans with Disabilities Act. For years, she has been recognized as one of, if not the top expert in the country helping individuals with disabilities qualify for SSI, SSDI, and other crucial resources. She is the mother of two USA Paralympic athletes. Her daughter Hannah is ranked third in the world in rock climbing. Tatyana has won 20 Paralympic medals including eight gold medals. Tatyana is one of, if not the most honored, and recognized athletes with a disability in the world.
Deborah L. McFadden