Episode 22 (year 4): Interview with Jim and Me (Part 1)

livingwithnldEducationtaxeschallengesROTH

May 3

James Lange is a CPA/Attorney and the author of ten best-selling financial books that help IRA and retirement plan owners get the most of what they’ve got. The Wall Street Journal has endorsed Jim’s tax and estate planning strategies 36 times. Listeners should go to ⁠⁠https://DisabledChildPlanning.com/Podcast⁠⁠ to download a free digital copy of book. At that page, interested listeners can also leave their name/email address if they want to be notified about our June 18, 19, & 20 virtual summit.

Jim’s daughter, Erica, has a disability. Jim’s expertise with Roth IRA conversions and the impact of the SECURE Act on IRAs, disability planning, and legacy planning was critical in developing a long-term plan to secure his daughter’s financial future and improve his family’s quality of life.

He was quick to realize that his solution, with modifications tuned to each family’s circumstances, could benefit all parents of a child with a disability. Using his family’s journey as the base, Jim authored a new book, Retire Secure for Parents of a Child with a Disability, with two experts in the disability field. Jim and his co-authors believe the book is the best comprehensive financial resource for parents of a child with a disability.

Jim and his staff are also hosting a 3-day virtual summit titled Financial and Life Planning Summit…for Parents of a Child with a Disability from June 18 to June 20. Tatyana McFadden, one of the top paralympic athletes in the world will be our celebrity speaker. The three co-authors and a host of other experts will be offering educational talks over the three-day period. Participants can choose which of the sessions they would like to attend. Many will also be followed with Q&A sessions. And best of all, everyone can enjoy the talks from the comfort of their own living room. To receive updates on our June 18th – 20th Financial and Life Planning Summit, go to ⁠https://DisabledChildPlanning.com/June⁠.

Link for Pateron:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ patreon.com/LivingWithAnInvisibleLearningChallenge⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠