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UID:6234-1648126800-1648126800@www.cdlsusa.org
SUMMARY:Protected Tomorrows\, Parent University: – Finance\, Taxes\, & Special Needs – Making It All Work in The End
DESCRIPTION:We understand that often we as parents put our children first. It’s natural. But we need to make sure we are financially secure as well\, because without us\, our children just might not be ok. We will talk about how your financial planning needs to be different\, how to coordinate the Special Needs Trust and the ABLE Account into it\, and how you integrate tax planning into your overall plan. There are so many taxes to consider\, including income taxes\, estate taxes and more. Questions such as\, “If I am charging my child rent\, do I claim it on my taxes?” will be answered. And we will talk about how the SECURE ACT might change how I distribute my retirement accounts to my children.
URL:https://www.cdlsusa.org/event/protected-tomorrows-parent-university-finance-taxes-special-needs-making-it-all-work-in-the-end/
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