BLOG > NEWS Finding the right trustee for a special needs trust requires careful consideration of multiple factors. One of the challenges families with children
BLOG > NEWS A common question arises for individuals with disabilities who enter the workforce: Should they contribute to their employer’s 401(k) plan, especially when
BLOG > NEWS > SPECIAL NEEDS For families with children with disabilities, financial planning often involves navigating unique challenges and considerations. Recently, I had a
One of the more difficult tasks in establishing your special needs financial plan is estimating expenses of your adult child after he or she begins
One of the biggest changes resulting from the recently passed SECURE Act legislation was the elimination of the Stretch IRA provision which allowed beneficiaries to take
Now that STABLE accounts are available to individuals with disabilities, parents and guardians often ask whether they should establish a trust for their loved one
As their child with a disability reaches adulthood, families give increased thought to their child’s housing needs. Many families want to promote the maximum independence
Special Needs Trusts (SNTs) have their advantages and disadvantages to consider in the estate planning process. The recent CMS directive regarding ABLE contributions highlights how
Since their inception, Roth accounts have been a great saving vehicle for families planning for their retirement. This saving tool has also been a nice
In last month’s Disability Insights, various tax issues of particular importance to individuals and families with disabilities were discussed. In this article, we take a
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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