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Planning for Special Needs Clients with ABLE Accounts
Presented by Mary Morris, Rachel Ramos, and Jeff Brooks

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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