Elville and Associates

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Maryland ABLE Accounts and How the Benefit Your Loved One with Special Needs

September 12, 2023 @ 6:00 am - 7:30 am

Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal, state and local benefits. Join Kelly Nelson, Outreach and Communications Manager from Maryland ABLE, as she shares by webinar the following:

  • the eligibility criteria and enrollment process;
  • features of an ABLE account and the account management process;
  • tax-free savings and tax-free withdrawals for qualified disabilities expenses;
  • accessing a Maryland state income tax deduction for contributions; and,
  • how an ABLE account can be used in collaboration with a Special Needs Trust
  • Recent updates to the Maryland ABLE Program

Please click here to secure your registration and receive the webinar link ahead of time.  Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117.

This webinar is open to clients, the general public, and financial advisors.  1.5 continuing education hours will be offered for CPAs, CFPs, and other professionals for attending this presentation.  We look forward to hosting you!

#elvilleeducation

#elvillewebinarseries

Details

  • Date: September 12, 2023
  • Time:
    6:00 am - 7:30 am
  • Event Category: