No SSI or SSDI? How to Get the “Chronically Ill” Lifetime IRA Stretch

Beyond SSI/SSDI: How to Get the “Chronically Ill” Lifetime IRA Stretch by James Lange, CPA/Attorney This article has been reprinted with the permission of Forbes.com where Jim is a paid contributor. In my last Forbes.com article, How to Provide for Children Who Fall Between Disabled and Independent, I introduced the basic premise of a little-known… Continue reading No SSI or SSDI? How to Get the “Chronically Ill” Lifetime IRA Stretch

Providing for Children Who Fall Between Disabled and Independent

How to Provide for Children Who Fall Between Disabled and Independent by James Lange, CPA/Attorney This article has been reprinted with the permission of Forbes.com where Jim is a paid contributor. If you have a child or grandchild who doesn’t qualify for government benefits, but cannot live independently, you might be able to provide for… Continue reading Providing for Children Who Fall Between Disabled and Independent

Grandparents: How to Leave Your IRA to a Grandchild with a Disability

How Grandparents Can Best Provide for Their Grandchild with a Disability by James Lange, CPA/Attorney This article has been reprinted with the permission of Forbes.com where Jim is a paid contributor. I helped implement a tax saving strategy for my recently deceased father-in-law that, given reasonable assumptions, will save our family $1,178,397 in taxes over… Continue reading Grandparents: How to Leave Your IRA to a Grandchild with a Disability