ABLE Accounts and TAXES: What Special Needs Families Need to Know

#29: ABLE Accounts and TAXES: What special needs families need to know

[Click to Listen to Podcast]

In today’s podcast, we’re talking with attorney BRADLEY FRIGON, Special Needs Attorney, about ABLE Accounts and TAXES and what families need to know.

What you will learn in this podcast:

• How can ABLE Accounts help families with special needs
• Explanation of the new ability to roll over 529 funds to ABLE accounts and is it advisable?
• Account limits and restrictions
• How the newly enacted TAX Act impacts you
• TRAPS families need to be aware of

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Links mentioned in the Podcast

What the Federal Tax Overhaul Means for Families with Special Needs

How to Select a Special Needs Attorney

A Special Needs Planning TImeline: 9 Steps to a Sound Family Plan

Common Mistakes Parents Make with their Special Needs Trust

Additional Helpful Articles

• Guardianship: A Basic Understanding for Parents
• An Affordable Proposal for Guardianship: The Special Needs Tax Credit Bill
• “Instruction Manual” for Your Child with Special Needs
• Tax Planning for Parents of Children with Autism
• Able Account or Special Needs Trust: How to Decide?
• Special Needs Planning: What is a Special Needs Trust?
• Special Needs (or Supplemental Needs) Trusts 101
• Able Accounts and Taxes: What Special Needs Families Need to Know
• ABLE Accounts: 10 Things You Should Know
• Handling Your Child’s Diagnosis: Six Things Parents Should Do For Themselves
• Plan Early for Your Child’s Long-Term Security