OPTIMIZING THE USE OF ABLE ACCOUNTS AND SPECIAL NEEDS TRUSTS
Please join us for an information hour with Mike Walther, CPA/PFS, CFP, CFA and founder of Oak Wealth Advisors as we discuss Government Benefits
Tuesday, September 16th at 7:00 pm
Please join us for an informational hour with Mike Walther, CPA/PFS, CFP, CFA and founder of Oak Wealth Advisors. Parents and guardians will learn about ABLE Accounts and Special Needs Trusts and how to optimize the use of them.
We will explain the benefits of an Achieving a Better Life Experience (ABLE) account, how to apply for this tax-advantaged savings program, and how it can be used to solve problems faced by families with loved ones with special needs. Special Needs Trusts will be discussed and how they supplement government benefits and can protect your loved one. We will highlight how these two types of accounts can be utilized to maximize the resources available to a person with a disability.