As of 2025, the annual contribution limit to the account is $19,000 and individuals can only have one account in their name. You can have a balance of up to $100,000 without impacting your SSI. If ...

You may also like: Financial Planning for Families with Special Needs About the author: Thomas Rindahl Thomas Rindahl, PhD, MBA, CLU®, ChFC®, CFP®, LUTCF, BFATM, is a financial advisor in Tempe ...

Attorney Stephen Yim, founder of Yim & Yempuku, joins producer/host Coralie Chun Matayoshi to discuss what to do to ensure ...

On this episode of The Long View, Cindy Haddad, an expert on financial planning for people with disabilities and their families and senior vice president and wealth advisor for Sequoia’s special ...

Most special needs individuals will live with their families well into adulthood. This affects the family’s continuing finances and retirement and estate planning.

Planning for Your Retirement, and for a Child’s Special Needs, All at Once People with children who cannot support themselves need to think well past their own lifetime and figure out how to ...

Yam said Wealthspire has had several clients where a special needs trust was crucial in preserving eligibility for federal programs when family members and friends wanted to lend financial help.

Overall, there are about 42.5 million Americans who live with disabilities, making up 13% of the population, according to 2021 Census data. This group includes people who have hearing, vision, cogn… ...

Families with special needs can be hard-pressed to set long-term goals, create a plan, and implement it. For family members with more severe conditions such as autism, many parents find themselves ...

No payback requirement so any remaining funds after the beneficiary’s death can be distributed to other family members or heirs. First-Party Special Needs Trust (also referred to as an “Obra ...