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We are pivoting from our normal education-centric topics today to take a broader view of the financial side of raising a child with a disability. We want to make sure that families, and people working with these families, have all the resources and tools for a well-rounded toolkit for supporting their kids. We welcome James Lange to the podcast to share his practical insights and expertise.

James Lange is a CPA, a state attorney in Pennsylvania, and the author of nine best-selling financial books. He is a nationally recognized IRA, 401(k), and retirement plan distribution expert. As a result of his daughter’s disability, James developed a passion for helping parents who need to provide sufficient care for a disabled child even beyond their own lifetime. He explains how he and his wife are providing for their daughter’s future and what parents of a disabled child should do right now to ensure the financial future of their child.

Show Highlights:

• James’ plan to provide for his daughter for the rest of her life
• James’ mission to help parents of children with disabilities optimize their financial assets
• Three steps to take right now for your disabled child:
• Get your child qualified for government benefits in the SSI or SSDI. (James explains the #1 mistake most parents make in applying for these benefits.)
• Get your estate planning done appropriately with the proper trust or conservatorship option. (Don’t rely on “Joe Schmo Attorney” for this!)
• Get the Roth IRA conversion strategy done right by a financial professional. (The difference in doing this correctly and incorrectly can amount to a huge difference in available funds for your child.)
• Best resources for parents to use in their education and planning:
• Get James’ FREE book, Retire Secure for Parents of a Child with a Disability. Click here!
• Sign up for Expert Advice for Parents of Children with Disabilities: A Virtual Summit, June 18-20, 2024. Click here for more information about this FREE event!

Links/Resources:

Connect with James Lange: Disabled Child Planning, Pay Taxes Later, and LInkedIn

Contact us on social media or through our website for more information on the IEP Learning Center: www.inclusiveeducationproject.org

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