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RESOURCE LIBRARY

2024 Annual Limits Guide for Families with Special Needs  Thumbnail

2024 Annual Limits Guide for Families with Special Needs

As we step into the new year, it's crucial to stay informed about the annual limits that govern various aspects of financial planning. The year 2024 brings with it a set of updated figures and thresholds that can significantly impact your financial strategies. Here are key annual limits you need to be aware of to make informed decisions and optimize your financial planning for yourself and your loved one with special needs in 2024.

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Retirement Laws That Impact Special Needs Planning Thumbnail

Retirement Laws That Impact Special Needs Planning

Laws and Regulations are constantly changing and it’s important to ensure that your financial plan and estate documents are up to date to reflect these changes. When your plan is current, you can rest easy knowing that you are taking advantage of every opportunity available to maximize your resources for you and your family. One of the most recent changes to date occurred just before the end of 2019 when Congress passed, and the President signed a spending bill that included significant changes to retirement savings accounts. Known as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, this legislation changed rules around retirement plans in several key ways.

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What Can ABLE Account Money Be Spent On? Thumbnail

What Can ABLE Account Money Be Spent On?

ABLE (Achieving a Better Life Experience) accounts offer people with disabilities a great, tax-free way to accumulate money without jeopardizing their qualifications for Supplemental Security Income (SSI) and other means-tested programs. Withdrawals are tax-free as long as the money is used for “qualified disability expenses.”

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Introducing Our Special Needs Advisory Practice Thumbnail

Introducing Our Special Needs Advisory Practice

As a family with special needs, your journey is one of resilience, compassion, and unwavering love. Planning for two generations ensures that both your immediate and long-term financial needs are addressed, while simultaneously securing the financial well-being and future of your child.

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