Special-Needs-Logo-Final-RGB
  • Who We Are
    • A Specialty Practice
    • Motivation & Mission
    • Our Team
    • Special Needs Planning Guide
  • What We Do
    • Comprehensive Planning
    • Wealth Management
    • A Team to Carry On
    • Workshops
  • Who We Serve
    • Families
    • Trustees
    • Professionals
    • Organizations
    • Media
  • What We're Saying
    • Blog
    • Resources
  • Contact Us
  • Client Portal
  • Home
  • Who We Are
    • A Specialty Practice
    • Motivation & Mission
    • Our Team
    • Planning Guide Book
  • What We Do
    • Comprehensive Planning
    • Wealth Management
    • A Team to Carry On
    • Workshops
  • Who We Serve
    • Families
    • Trustees
    • Professionals
    • Organizations
    • Media
  • What We’re Saying
    • Blog
    • Resources
  • Contact Us

The ABLE Account and Special Needs Financial Planning

ABLE Account & Special Needs Planning in the Press

John_Nadworny_ABLE_AccountJohn Nadworny has been quoted extensively in the press and authored several articles on the applications and limitations of the ABLE account in planning for individuals with special needs. 

ABLE National Resource Center, John and James, August 2017. 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss.  Prior to investing in an ABLE account investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's ABLE program. Withdrawals used for qualified disability expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing. Entities in the video are not affiliated with LPL Financial, special Needs Financial PLanning or Shepherd Financial Partners, LLC. 

ABLE National Resource Center, Understanding the Investment Side of ABLE, November 2016.

Journal of Financial Planning, Incorporating the ABLE Act into Special Needs Planning, John W. Nadworny, May 2015.  

The New York Times, Tips for the Future Care of Disabled Family Members, March 27, 2015 

Reuters, The limitations of ABLE accounts for the disabled , May 18, 2015

Law Professor Blogs Network , The ABLE Act Provides New Alternatives to Help With Disability Planning, Monday, May 11, 2015.

The Advocate, the ARC of Massachusetts,“Practical Perspectives on the ABLE Act”, an interview with John Nadworny CFP® and Fred Misilo of Fletcher Tilton, Attorneys at Law.

The Boston Globe, A disabilities act, long in planning, is finally law, January 2, 2015.

FPA SmartBrief.com, Advantages and limitations of ABLE accounts, May 19, 2015. 

Nerd’s Eye View, Weekend Reading for Financial Planners, May 9, 2015.

BayState Parent, the ABLE Account, Planning Ahead for Families with Special Needs, June 2016.

For more information about the Special Needs Financial Planning team in the media, visit 

  Special Needs Financial Planning in the Media. 

 

Photo credit: Massachusetts Down Syndrome Congress, John Nadworny, Massachusetts State House  

The information provided here is for general information only and not intended to provide specific advice or recommendations for any individual, nor intended as tax or legal advice,
There is no assurance that the techniques and strategies discussed are suitable for all individuals or will yield positive outcomes.  Investing involves risk including loss of principal.
Prior to investing in an ABLE account, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits available for investments in such state's ABLE program.  Consult with your tax advisor before investing.
Affinia Financial Group, LLC (“Affinia”) is a Registered Investment Adviser. This content is intended to provide general information about Affinia. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. Please see Important Disclosure Information here. Additional information, including management fees and expenses, is provided on Affinia Financial Group LLC Form ADV 2.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information here. Additional information, including management fees and expenses, is provided on Affinia Financial Group LLC Form ADV 2 and may be found here.
Special Needs Financial Planning
A Specialty Practice
of Affinia Financial Group
80 Blanchard Road, Suite 201
Burlington, MA 01803

© Copyright 2021
Special Needs Financial Planning
  • Home
  • Our Team
  • IMPORTANT DISCLOSURE INFORMATION
  • Contact Us
Special Needs Financial Planning
Phone: 781.365.8586
Fax: 781.365.8805