ABLE Accounts: Big Changes Coming in 2025-2027
Special Needs Mike Davis Special Needs Mike Davis

ABLE Accounts: Big Changes Coming in 2025-2027

  • The One Big Beautiful Bill Act (OBBBA) and the ABLE Age Adjustment Act are introducing significant changes to ABLE accounts, expanding eligibility and increasing contribution opportunities.

  • The OBBBA, effective July 4, 2025, increases the annual contribution limit to $19,000, makes the ABLE-to-Work provision and 529 rollovers permanent, and makes ABLE account contributions eligible for the Saver’s Credit.

  • Starting January 1, 2026, the ABLE Age Adjustment Act raises the eligibility age for ABLE accounts from 26 to 46.

  • In 2027, the Saver’s Credit for ABLE account contributions will become more generous, with increased maximum eligible contributions and credit amounts.

  • These changes to ABLE accounts aim to provide greater financial independence and inclusion for millions of Americans with disabilities, making it worthwhile for individuals to revisit their ABLE eligibility.

Read More
August is Make-A-Will Month: Why Now Is the Time to Secure Your Family's Future
Financial Planning, Special Needs Mike Davis Financial Planning, Special Needs Mike Davis

August is Make-A-Will Month: Why Now Is the Time to Secure Your Family's Future

Many people put off creating a will, often thinking it's something only for the wealthy, the elderly, or those facing immediate health concerns. But the truth is, a will is a fundamental document for almost everyone, regardless of age, income, or family situation. It's not about planning for your demise; it's about planning for your family's future and ensuring your wishes are honored.

Read More
Grant Funding for Children With Special Needs
Special Needs Mike Davis Special Needs Mike Davis

Grant Funding for Children With Special Needs

  • Raising a child with a disability often incurs significantly higher costs than raising a child without disabilities.

  • In addition to various government programs that offer financial assistance, many nonprofit organizations also provide disability grants for children with special needs.

  • Parents may need to conduct careful research and adhere to specific eligibility criteria, documentation, and application deadlines for these grants.

Read More
Is Autism Considered a Disability?
Special Needs Mike Davis Special Needs Mike Davis

Is Autism Considered a Disability?

Autism Spectrum Disorder (ASD) is a developmental condition that affects communication, behavior, and social interaction, and is legally and medically recognized as a disability.

Federal laws such as the Americans with Disabilities Act (ADA) and Section 504 of the Rehabilitation Act affirm autism as a disability. As such, these laws grant individuals with autism the right to education, employment accommodations, and public services.

Individuals with ASD may be able to qualify for disability benefits if their condition significantly limits their ability to function.

Read More

Subscribe to our newsletters!

* indicates required
Newsletters