Defining Terms: Traditional IRAs vs Roth IRAs, and Nondeductible IRAs

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.

Minimize Your Life Insurance Costs to Maximize Your Retirement Contributions: The Ladder Approach

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.

Funding Retirement Plans to the Maximum

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

The Bedrock Principles of Retirement and Estate Planning

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