Planning for family members with disabilities or other special needs requires careful attention and, at times, the use of specialized planning mechanisms. One of those tools is a qualified disability trust (QDT), a type of trust that's created to benefit an indivual with special needs and can receive certain tax exemptions. Learn all about QDTs here: https://ow.ly/42eL50SBtbw
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Discover the benefits of Special Needs Trusts for your loved one with disabilities. Learn how SNT preserves government benefits and offers flexibility. https://wix.to/L6mAqGO
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Senior Vice President, Investments at Singleton & Singleton Investment Group of Raymond James
The ABLE Act expanded disability program eligibility beyond those with less than $2,000 in savings. Learn more about the ABLE Act and ABLE accounts--and how they create a tool to save for disability-related expenses.
Achieving a better life experience - www.raymondjames.com
raymondjames.com
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The ABLE Act expanded disability program eligibility beyond those with less than $2,000 in savings. Learn more about the ABLE Act and ABLE accounts--and how they create a tool to save for disability-related expenses.
Achieving a better life experience - www.raymondjames.com
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The ABLE Act expanded disability program eligibility beyond those with less than $2,000 in savings. Learn more about the ABLE Act and ABLE accounts--and how they create a tool to save for disability-related expenses.
Achieving a better life experience - www.raymondjames.com
-
The ABLE Act expanded disability program eligibility beyond those with less than $2,000 in savings. Learn more about the ABLE Act and ABLE accounts--and how they create a tool to save for disability-related expenses.
Achieving a better life experience - www.raymondjames.com
raymondjames.com
-
The ABLE Act expanded disability program eligibility beyond those with less than $2,000 in savings. Learn more about the ABLE Act and ABLE accounts--and how they create a tool to save for disability-related expenses.
Achieving a better life experience - www.raymondjames.com
raymondjames.com
-
The ABLE Act expanded disability program eligibility beyond those with less than $2,000 in savings. Learn more about the ABLE Act and ABLE accounts--and how they create a tool to save for disability-related expenses.
Achieving a better life experience - www.raymondjames.com
-
CERTIFIED FINANCIAL PLANNER™, Senior Vice President, Investments, Managing Director, Investments
The ABLE Act expanded disability program eligibility beyond those with less than $2,000 in savings. Learn more about the ABLE Act and ABLE accounts--and how they create a tool to save for disability-related expenses.
Achieving a better life experience - www.raymondjames.com
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CERTIFIED FINANCIAL PLANNER™ practitioner | helping retirees transition & succeed | helping owners grow, acquire and exit | Trinity Strategic Wealth | Raymond James | 25 years experience | YouTube Channel = JeremyLottCFP
The ABLE Act expanded disability program eligibility beyond those with less than $2,000 in savings. Learn more about the ABLE Act and ABLE accounts--and how they create a tool to save for disability-related expenses.
Achieving a better life experience - www.raymondjames.com
raymondjames.com
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People with disabilities struggle with finances more than most. That's why the Registered Disability Savings Plan was created in 2008 to allow those with disability to grow their investments tax free-it's a type of investment account that people who receive the Disability Tax Credit qualify for. The tax credit is 'free government money' in layman terms. Learn more below. https://lnkd.in/g7qnUzh9
RDSP, Explained - Everything You Need To Know About The Registered Disability Savings Plan
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