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Tax Planning › Disability

Chambliss, Bahner & Stophel, P.C.

Passing Retirement Benefits to a Child With Special Needs

Chambliss, Bahner & Stophel, P.C. on

Under the SECURE Act, disabled beneficiaries can stretch out inherited retirement account distributions beyond 10 years, provided their life expectancy is longer than the default 10-year rule. Generally, an Applicable...more

Proskauer - Proskauer For Good

Tax-Advantaged ABLE Accounts for Individuals with Disabilities

Proskauer - Proskauer For Good on

According to a National Disability Institute report (available here), adults living with disabilities need 28% more income on average to achieve the same standard of living as those without disabilities. There are some tools...more

Chambliss, Bahner & Stophel, P.C.

A Comparison of Special Needs Trusts and ABLE Accounts

Chambliss, Bahner & Stophel, P.C. on

A special needs trust (SNT) and an Achieving a Better Life Experience (ABLE) account each provide a tax-free way for people with disabilities to save money. Both options provide a mechanism for saving money and protecting...more

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