A is for ABLE

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It is important for everyone to save for the future and people with disabilities are no exception. 

While there are eligibility requirements and restrictions on the account,  the ABLE account offers a tax-advantaged way to save money without impacting eligibility for means tested government benefits (e.g. SSI, Medicaid).  

The ABLE Account and Special Needs Planning E-Book contains:


  1. ABLE Account FACT SHEET
  2. An ABLE Account, a Special Needs Trust (SNT) or Both?
  3. Retirement Accounts, Special Needs Trusts and the ABLE Account 
  4. ABLE Account Investment Choices
  5. Case Studies Utilizing the ABLE:
    • Protecting Social Security Eligibility
    • ABLE to Save and Have Control of Your Own Money
    • Representative Payees Managing Income and Social Security Benefits
    • Grandparents Gifting to an ABLE
    • ABLE and Wages, 529 Fund Rollovers & Saver's Credit
    • Financial Aid Facts for Families of People with Disabilities
  6. Frequently Used Acronyms relating to Disabilities

Please fill in the form to download your copy.