ABLE Savings Plan Accounts Now Available

Oregon’s ABLE Savings Plan officially launched this morning.  Take a look at the eligibility cheat sheet and then head over to www.oregonABLEsavings.com  to open an account for your eligible loved ones.  The online system is said to be “fun, simple and only takes 10-15 minutes to complete.”  If you set one up, please let us know […]

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ABLE Accounts Coming Soon to a Bank Near You

In 2014, Congress passed the Achieving Better Life Experience (“ABLE”) Act which authorizes the use of 529A accounts – or “ABLE accounts” – as an alternative/supplement to Special Needs Trusts.  The ABLE Act allows individuals to establish ABLE accounts similar to the college savings accounts you may recognize as “529 Accounts”. The ABLE accounts were […]

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