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Special Needs Trusts with Brynne Conroy - PLUS Asset Protection and we try to make insurance sexy

Special Needs Trusts with Brynne Conroy - PLUS Asset Protection and we try to make insurance sexy

FromMoney Tree Investing


Special Needs Trusts with Brynne Conroy - PLUS Asset Protection and we try to make insurance sexy

FromMoney Tree Investing

ratings:
Length:
43 minutes
Released:
Apr 19, 2019
Format:
Podcast episode

Description

Brynne has one child with special needs. How does this change the way she does her financial planning and investing? In general, her plan is to “save everything”. But even doing that, Brynne says she does not “max out my retirement accounts to a point where I feel that an ABLE account or a Special Needs Trust is necessary or necessarily financially viable.” ABLE stands for “Achieving a Better Life Experience Act”, which are tax-advantaged savings accounts for individuals with disabilities and their families Listen in as Brynne explains how ABLE accounts work, how someone would benefit from having an ABLE account, and how she’s working to live a beautiful life within the choices and parameters available to her. For more information, visit the show notes at http://moneytreepodcast.com/239 
Released:
Apr 19, 2019
Format:
Podcast episode

Titles in the series (100)

Get new investing ideas every week! Guests and panelists on the Money Tree Podcast talk about ideas like indexing, real estate investing, financial independence, personal finance, money management, and retirement, as well as new trends in investing like cryptocurrencies, alternative investments, and commodities.