We're happy to bring you some of our listener favorites during the next few weeks. These episodes are sure to pique your interest by featuring topics important to each of us Enjoy!

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   

Thank you for listening! 

Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday.

If you enjoyed this episode and believe in our message, then please help us get the word out about this podcast. Rate and Review this show on Apple Podcasts, Stitcher Radio, or Google Play. It helps other listeners find this show.

Be sure to connect with us and reach out with any questions/concerns:

Facebook

Instagram–We are doing videos on Instagram, so connect with us here and send us your questions!

Twitter

IEP website

Email us: [email protected]