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Home›Posts Tagged "Special Needs Trusts"

Tag: Special Needs Trusts

  • Estate Planning, Investing, Relationships & Money, Uncategorized
    April 22, 2019
    by Kurt J. Rossi

    ABLE accounts – A Tax Advantaged Tool For Special Needs Planning

    Each year, millions of Americans with disabilities and their families rely on public benefits to help provide for income, health care, food and housing assistance.  ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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