Tool and Professinal Resources
Understanding ABLE Accounts: Benefits and Limitations
ABLE accounts are tax-advantaged savings accounts that people with disabilities can use to cover qualified disability-related expenses.
Financial Stability
Special Needs Planning for Blended Families
For blended families that include a child with special needs, financial and legal planning extends well beyond the usual parental concerns. But as with all family matters, proactive planning can help.
Uncategorized
Bill Would Make Expiring ABLE Account Provisions Permanent
The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the U.S. tax code. Many of its provisions are set to expire, or “sunset,” at the end of 2025. It also made three key changes to ABLE accounts that are scheduled to expire in 2025.
Uncategorized
ABLE Accounts Can Play a Key Role in Special Needs Plans
ABLE accounts can enhance quality of life for people with disabilities, offering financial protection while preserving access to public benefits for some individuals.