The ABLE Account

The ABLE Account and Special Needs Planning eBook

Download Your ABLE Account eBook

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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:

  • The ABLE Account FACT SHEET
  • An ABLE, a SNT or Both?
  • Retirement Accounts, SNTs and the ABLE
  • ABLE Account Investment Choices
  • Planning Stories 

Please fill in the form to download your copy.