January 21, 2017

Financial planning for special needs children

"Parents face many challenges when they must balance long-term planning for a special-needs child with their own retirement savings, experts say. Certified financial planner Mary Anne Ehlert says crucial factors for special-needs families include investment allocations, government benefits and estate plans." (Retirement Security Smartbrief). Morningstar contributor Mark Miller explains government assistance available to special-needs family members, how to use ABLE accounts, and how to balance retirement investing needs with ensuring long-term financial security for a special needs child. Read the details at: http://news.morningstar.com/articlenet/article.aspx?id=787787

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