We want to preface this episode by saying the cost of domestic infant adoption in the United States is too high, but we also realize that the high costs associated with adoption aren’t going to change overnight. We still want to help adopting families financially prepare for their adoption journey.
In this episode of the Modern Adoption Podcast, Erin & Jess are joined by Matt Joyner, a Certified Financial Planner based in the Pacific Northwest. Matt is passionate about adoption and has prioritized helping adopting families understand and financially plan for their adoption journey.
In this episode we discuss:
The value in having a financial planner help on your adoption journey.
Education accounts - what are they & when to set one up.
Withdrawing from/borrowing against your 401K/IRA.
The Adoption Tax Credit.Matt’s Adoption Financial Planning Guide
PairTree’s Complete Guide to Affording Adoption
Dave Thomas Foundation for Adoption
This recording is limited to the dissemination of general information pertaining to adoption planning. Nothing presented within constitutes specific investment advice, tax or accounting advice, legal, insurance or regulatory advice, or an offer to sell or a solicitation of an offer to buy any security.
While reasonable efforts were used to obtain information from sources believed to be reliable, Fortis Capital Advisors, LLC makes no representation that the information or opinions contained in these materials are accurate, reliable, or complete. All information and opinions contained in this presentation are subject to change without notice.
Investment Advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, KS 66208.