Video | Learn from special needs planning experts and peers

Video | Learn from special needs planning experts and peers

Watch the complete video below… A town hall Video discussion covering the most challenging issues facing families with loved ones with disabilities. Transitioning through life Preparing your family for the future Communicating your planning to those who will be involved Building community relationships Dr. Meghan Burke, University of Illinois Sibling of a brother with Down Syndrome Masters and Doctoral degrees in Special Education Board-Certified Behavior Analyst Nationally recognized expert in future planning and care for individuals with intellectual and developmental disabilities Ann Sickon, Center for Independent Futures  Parent and sibling of ...

ABLE ACT UPDATE 2017

ABLE ACT UPDATE 2017

 Over two years after the ABLE Act was passed, fewer than half of the fifty states are offering ABLE accounts. The good news is that the number is growing on a monthly basis. In January, a consortium of fourteen states has begun launching their plans. Among these states is Illinois. Please see the state graphic below for a view of the states that have open plans as of January 30, 2017. In the future, you can visit www.ablenrc.org to view an updated listing of states that have plans available. This website also offers a simple comparison tool that allows families to compare features of the various state plans. Thus far, we favor the TN plan which is available to non-residents. It has among ...

ABLE Accounts—Now they exist!

ABLE Accounts—Now they exist!

As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts.  As we had anticipated, they are the first state to offer the plans.  While being first is certainly an advantage for Ohio, it does not mean that their plan will be optimal for all individuals.  To their credit, Ohio has chosen to use low-cost Vanguard mutual funds as the investment options for their plan.  They have also simplified the investment selection process by only offering five choices. While residents of any state may opt to use the Ohio “STABLE” Account as their 529 ABLE Account, there will soon be other state options.  In reviewing the details of the Ohio plan, the fees charged for in-state resid ...