Planning for Special Needs Clients with ABLE Accounts
Guest Expert: Mary Morris, Rachel Ramos, and Jeff Brooks
Date:
Webinar Replay Description
Mary Morris, CEO of Virginina529, and Rachel Ramos and Jeff Brooks from The American Funds provide a wonderful overview of ABLE programs and how they can provide a tax-advantaged way for individuals with a disability to save and invest for a wide variety of qualified ABLE expenses, including basic living expenses, health, and wellness expenses.
The highlights of the session include:
- A review of eligibility requirements and contribution limits
- Tax advantages and deductions
- How ABLE works with federal and state means-tested benefits
- What's possible with Rollovers
Be sure to listen to the lively Question & Answer session that has a lot of great insights.
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