Parents of a person experiencing disability will balance planning for their own retirement, and establishing support for the future needs of their child. A successful retirement plan will incorporate financial, estate, and tax planning strategies that align with a special needs plan.
This webinar will help illuminate the path to an ideal income in retirement while still planning for the lifelong needs of a person with a disability.
Agenda:
Tips for maximizing Social Security for parents and child.
The SECURE Act and how it changed retirement planning and trust funding.
Health care planning-- Medicaid, Medicare and Private Insurance.
Long Term Care-- How do I plan for my own care if I need assistance?
Strategies when planning for the 3rd retirement-- funding a SNT!
Tax planning considerations for retirement.
Tips on building a vision for housing.
Building a support team-- Setting up a plan for when you’re no longer here.
Funding a SNT-- How much will my child need?
Retirement account investment allocation strategies.
And more!