Financial Planning





This article presents basic information essential to understanding the subject.

Special Needs Planning and Retirement Benefits

Retirement accounts like 401(k)s and IRAs make up the majority of most people's savings. While these plans encourage saving by offering significant tax rewards, they were certainly not set up to help families with special needs.

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What Expenses Can ABLE Accounts Pay For?

ABLE accounts, new savings plans for people with special needs to save for disability related expenses, may be used for an even broader array of products and services than many beneficiaries may realize.  ...

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