Description

Podcast Show Notes

Opening an ABLE account shouldn’t feel like a research project. In this episode, I walk you through how to open an ABLE account step-by-step—from confirming eligibility, to choosing the right state plan, to completing the online application and setting up contributions so the account actually gets used.

What you’ll learn in this episode

• What an ABLE account is (and what it’s designed to do)
• How to choose an ABLE plan (you’re not always limited to your home state)
• What information you’ll need before you start the application
• The step-by-step process to open an ABLE account online

Helpful resource

• ABLE National Resource Center – State Plan Comparison Tool: https://www.ablenrc.org/compare-states/
  (Use this to compare fees, investment options, and features across state ABLE plans side-by-side.)

Want help building the full plan?

If you’d like help navigating ABLE accounts (and how they fit into your bigger financial plan—benefits, trusts, investments, cash flow, and long-term planning), you can learn more about working with my team here: www.rockwoodwealth.com/snfp

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