Financial Planning

An Introduction to ABLE Accounts

ABLE accounts are a game-changer for families with special needs, but there has been confusion about how the accounts work. Here are answers to basic questions about what ABLE accounts can and can't accomplish for the special needs family.

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College Savings for Students With Special Needs

When a child with special needs is setting aside money for college, a 529 Plan may not be the best option. Here are some things to think about when family members ask about the best way to provide funds for...

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Special Needs 101

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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Special Needs 101

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View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts