If you have questions about this workshop, would like to receive information for upcoming webinars on this topic, or would like to schedule a workshop for your organization, send us a message!
Passing of the ABLE Act legislation in 2014 was a monumental win for individuals with disabilities. Learn how ABLE Accounts can help people experiencing disability by allowing them to save for their future without losing eligibility for their needed government benefits. In addition, this has become an important planning tool for families as they build a support plan for their child.
Discussion topics:
Learn the key differences between Special Needs Trusts and ABLE Accounts.
How can an individual or family set up an ABLE Account?
What are the investment options for an individual with an ABLE Account?
Using the loadable debit card for distributions.
Spending the money! What is a qualified distribution expense?
Understand the Medicaid Payback.
Tax benefits of ABLE Accounts.