QUESTIONS & ANSWERS WITH ABLE EXPERTS

WATCH OUR WEBINAR
A Conversation with ABLE Savings Plans - Q&A Session 1

In April 2023, NAST’s ABLE Savings Plan Network (ASPN) and ABLE today collaborated with ABLE experts to host a comprehensive webinar on ABLE accounts. This interactive webinar featured an overview on ABLE accounts and ABLE state program administrators provided answers to ABLE related questions.

Webinar topics included, but not limited to, the following:

  • Eligibility, Enrollment and Account Management

  • Authorized Legal Representatives (ALRs) and Hierarchy

  • Representative Payees

  • Funding and Balance Limits

  • Inheritances and Gifts

  • Contributions and ABLE to Work

  • Banking and Investments

  • Fees and Prepaid / Debit Card

  • Impact on means-tested disability benefits including HUD, Medicaid, SNAP, SSI and others

  • Post-death treatment of ABLE accounts

  • ABLE and Taxes

  • ABLE and Special Needs Trust

WEBINAR SPEAKERS

Part 1 - ABLE Overview

Stacy Pfeifer
Nebraska Assistant State Treasurer
Director, Enable Savings Plan

Part 2 - ABLE Expert Q & A

David Bell
Deputy Director
Oregon Treasury Savings Network

Brittaney Chipley
Executive Director
(Arizona’s) AZ ABLE

Erik Jimenez
Chief Policy Deputy
Nevada State Treasurer’s Office

Moderator

Eric Ochmanek
Director of ABLE today