Webinar: Strategies for Funding an ABLE Account
As the ABLE National Resource Center (ANRC) continues to provide consistent, reliable information concerning the benefits of having an ABLE account, this webinar will: review basic rules for funding an ABLE account and cover strategies that could be used to ensure that contributions are easy to make, occur automatically when possible and are available to the ABLE account owner. It will also provide some “tax time” information related to ABLE accounts to enhance your ABLE contributions.
The webinar will cover the following information:
The basic rules on contributions to ABLE accounts
If any “person” can contribute – Who qualifies as a “person”?
Annual contribution limits
Rollovers into ABLE accounts from other ABLE accounts
Rollovers into ABLE accounts from 529 college savings accounts
Identifying money to put in an ABLE account; Methods for making contributions
Contributions by the designated beneficiary
Contributions by parents, other third parties
Contributions from a trust
Real-life examples of contributions to ABLE accounts from our ABLE Advisors and ABLE NRC Ambassadors
This webinar will take place on Thursday, February 28, 2019, from 2:00 - 3:00 p.m. ET, and will be moderated by Miranda Kennedy, Director, ANRC.
Panelists include:
Marlene Ulisky, Disability Benefits Expert, ANRC
Members of our 2018 ABLE Advisor Team and 2019 ABLE NRC Ambassadors