Kelly Nelson, Outreach and Communications Manager from MarylandABLE, shares an overview of how ABLE accounts can help people with disabilities and their families save for the future without jeopardizing federal, state and local benefits. Attendees learn about:
-- 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;
-- how an ABLE account can be used in collaboration with a Special Needs Trust
Open to clients, the general public, and financial advisors. 1.5 continuing education hours are offered for CPAs, CFPs, and other professionals for attending this presentation.
More Webinars from Elville and Associates
The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates. We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.