What is an ABLE Account?

An ABLE Account offers a tax-advantaged way to provide financial assistance to an adult with special needs without impacting the beneficiary’s eligibility for much-needed assistance programs. The funds held in an ABLE Account can be spent on qualified disability expenses (QDEs) such as transportation, assistive technology, health and wellness, and employment support. One advantage to creating an ABLE Account is that withdrawals are not taxed if the funds are used for a QDE. Moreover, the account can grow tax-free up to $100,000 without the account assets being considered when determining eligibility for SSI, Medicaid, and other assistance programs.

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The Ultimate Caregiver Guide!

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