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Explore important rules for withdrawing funds from Traditional and Roth IRAs, with a focus on families planning for the future of children with disabilities. Learn how to minimize taxes and penalties, navigate IRS regulations, and make informed decisions to secure financial stability, while considering unique estate planning strategies for beneficiaries with special needs.

Learn the key differences between Traditional IRAs, Roth IRAs, and Nondeductible IRAs in this comprehensive guide. Understand the tax benefits, contribution limits, and best options for retirement savings.

Discover how the ladder approach to life insurance can help maximize your retirement contributions while ensuring financial security for your child with a disability. Learn how to balance coverage and premiums effectively.

Blog for Parents of a Child with a Disability Funding Retirement Plans to the Maximum General Introduction I want to persuasively convince anyone who harbors the least little doubt that saving money in a retirement plan is dramatically superior to saving money outside of a retirement plan. It isn’t a matter of opinion; it is… Continue reading Funding Retirement Plans to the Maximum

Blog for Parents of a Child with a Disability The Bedrock Principles of Retirement and Estate Planning Introduction For the first two first posts, we will preview the most fundamental principles of retirement and estate planning. Lifecycle Planning for a Child with a Disability Laying the groundwork early and taking the right steps in the… Continue reading The Bedrock Principles of Retirement and Estate Planning