Future Financial Planning for People with Disabilities – Part 2

A prior Independent Life article (Part 1) summarizes key elements of a new National Study (Study) titled “Future Financial ...

Expanding ABLE Through Collaboration

Last week, the National Association of State Treasurers (NAST) sponsored its 2021 Treasury Management Training Symposium, which ...

ABLE Accounts

IRS Publishes Final ABLE Regulations (Part 2)

Since The ABLE Act created IRC 529A in 2014, 49 states have passed legislation to implement ABLE and ABLE accounts have become ...

ABLE Accounts

IRS Publishes Final ABLE Regulations

The Internal Revenue Service (IRS) has published final regulations that provide guidance regarding programs under the Stephen ...

ABLE Accounts

Comparing the Advantages: ABLE Accounts vs. Special Needs Trusts

The COVID-19 pandemic and near zero long term Treasury rates have required both structured settlement professionals and ...

Knowledge Network

Defining Income: IRC vs. SSA

Every structured settlement and settlement planning professional is presumably well-familiar with the Internal Revenue Code ...

Knowledge Network

ABLE Accounts + Structured Settlements, Now a Possibility?

Since The ABLE Act created IRC 529A in 2014, ABLE accounts have become popular financial and settlement planning tools for ...

Knowledge Network

An Analysis of the Updated ABLE POMS Guidance

The Social Security Administration (SSA) has published updated Program Operation Manual System (POMS) guidance for Achieving a ...

Public Benefits

Are ABLE Accounts a Growth Opportunity for Structured Settlements?

The ABLE Act together with the state ABLE programs now offer settlement and judgment payees an important new solution