Mom Autism Money21 Mars 2023

ABLE Accounts with Mary Rubenis

This week we're talking all things ABLE accounts! From eligibility to qualified disability expenses to using your ABLE account as a tax-advantaged investment vehicle, we've got you covered.

Joining us to discuss these accounts is Mary Rubenis, VP of Client Relationship Management and ABLE Savings at Vestwell. Vestwell is the program administrator for ABLE accounts in 20 states. But today's episode is for everyone -- regardless of which state you live in! Get out a pencil and notebook and get ready to learn.

Compare plans with ABLE National Resource Center: https://www.ablenrc.org/compare-states/

Learn more about ABLE accounts at ABLE Today: https://www.abletoday.org/

Check social security functional limitations to see if you qualify for an ABLE account even without SSI or SSDI via the SSA Blue Book: https://www.ssa.gov/disability/professionals/bluebook/

Spotlight on ABLE from the SSA: https://www.ssa.gov/ssi/spotlights/spot-able.html

Social Security Benefits Counseling by state via the Ticket to Work program: https://choosework.ssa.gov/about/meet-your-employment-team/

POMS document for ABLE & Social Security: https://secure.ssa.gov/apps10/poms.nsf/lnx/0501130740

Check out the Vestwell website: https://www.vestwell.com/

(Though if you want to apply for an ABLE account, visit your state's ABLE website. You'll interact with Vestwell once you have an account set up, if you're in one of the 19 states they service.)

Full episode transcript: https://momautismmoney.com/able-mary-rubenis/

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(31)

The ABLE Age Adjustment Act passed!

Today, we're sitting down with one of your favorite guests, Paul Curley, to get into the details of the ABLE Age Adjustment Act, which passed as a part of SECURE 2.0 in December 2022. It's April, whic...

18 Apr 202340min

Raising Multiple Children on the Spectrum

Sara Bradford is an Autistic woman with an Autistic family. Everyone from her husband to her two children are on the spectrum. Living in Utah, Sara has been uniquely equipped to navigate the state's d...

11 Apr 20231h 6min

Financial Planning Across the Spectrum

What happens when a financial planning firm is both Autistic-centered and Autistic-owned? Planning Across the Spectrum is what happens. Planning Across the Spectrum is a full-service financial plannin...

4 Apr 202353min

Financial Literacy for Autistic Kids

On top of completely changing the trajectory of an entire industry by bettering animal welfare in corporately-owned settings, Temple Grandin is also a huge financial literacy advocate. And today, she'...

28 Mars 202325min

How Income & Race Impact Autistic Health Outcomes

Today we're back with researchers from Drexel's Autism Institute to explore the intersections of race, poverty, and health outcomes for Autistic kids. They covered this topic in their 2022 National Au...

14 Mars 202350min

Disability Discharge of Federal Student Loans

Average student loan debt is nearly $40,000 -- per person! This economic burden can massively impact all the other money moves you make in your life. Luckily, there is a disability discharge program ...

7 Mars 202356min

Grants for Autistic Family Members

No joke – Sheletta Brundidge has secured $200,000 in grant funding for her Autistic children's needs. And today, she's going to help you learn how to get some of that grant money regardless of your ch...

28 Feb 20231h