National Media Spotlight:
WSJ Features Lange’s Strategy for Grandparents
On Monday December 22nd, The Wall Street Journal featured one of James Lange’s strategies that he used for his family which will save his daughter hundreds of thousands of dollars.* Many, if not most, grandparents with a $1M+ IRA and a grandchild with a disability should strongly consider this strategy.
*The example cited and any tax savings referenced are for illustrative and educational purposes only and do not represent a guarantee of results. Individual outcomes depend on many factors, including the size of the inherited IRA, future tax laws, trust design, and personal circumstances.