Tanner Withers - Special Needs Planning

Tanner Withers - Special Needs Planning No family should ever feel alone in this journey!

Empowering families of all abilities to live their potential, by helping them to navigate the complexities of disability and special needs planning with confidence.

08/31/2026

The 529 ➡️ ABLE or Roth strategy is now hearby dubbed “The Tweener Savings Strategy.”

08/28/2026

Hear me out…Adult Disability Community Living!

It’s nearly perfect!

08/26/2026

Number 5 is one of my favorite things to plan for—because it’s messy and complex and NOBODY talks about!

Agree or disagree with the list?

08/24/2026

Her son’s DAC benefit didn’t reduce her own Long-term Disability (LTD) benefit because we took the time to make the case and clarify the details!

And were it not for her intuition to check this, it’s very possible they could have come back asking for a repayment.

SUCCESS!

08/13/2026

I’ve found it’s easier to ride the natural wave of momentum (life events) to start doing & Planning, than it is to motivate yourself.

07/28/2026

A Social Security Disability Insurance (SSDI) Disabled Adult Child (DAC) benefit for a dependent doesn’t seem like it should be considered in reducing a parent’s Long Term Disability (LTD) payout.

But here we are.

07/24/2026

Giving employment opportunities to those in the community is a huge priority of mine.

But we might have to get creative, because the systems in place sure don’t encourage it!

07/21/2026

Not all professional trustees are created equally. And every few are experts in benefits and mgmt.

And yet they’re getting paying tens thousands 💰 in fees.

There’s a better solution, and even better solutions coming!

07/15/2026

I mean anything doing for our dependent loved one’s with a is worth every penny.

But these are ✋🏻 I see families try to skimp on

07/08/2026

This is how we got our out-of-state, life saving heart surgery covered by health insurance.

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Mapleton, UT
84664

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