facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck
%POST_TITLE% Thumbnail

Planning for Special Needs Individuals

Investing Insights

529a Able Account

529a ABLE accounts are tax-advantaged savings accounts for individuals with disabilities.  The primary benefits include:

  • Income earned by the account will not be taxed nor will withdrawals for ‘qualified expenses’; a wide array of expenses qualify
  • Anyone can contribute funds to the account 
  • Value is excluded from consideration in means-testing to determine eligibility for public benefits

Download the Full Report


Client Login