A Comprehensive Guide to ABLE Accounts with Kelly Nelson

Stress-Free IEP® with Frances Shefter, Episode 54 In this episode of Stress-Free IEP®, Frances Shefter interviews Kelly Nelson, Outreach and Communications Manager for Maryland ABLE. Kelly is passionate about promoting personal choice, independence, and economic stability for individuals with disabilities through ABLE accounts. Through her dedication and expertise, Kelly strives to empower individuals and families to achieve their goals of independence and financial security. Tune in to the episode to hear about:  * ABLE Accounts and Eligibility: Kelly Nelson defines ABLE accounts, highlighting the significance of their use as a tool for individuals with disabilities and their families.  * Tax Advantages and Financial Planning: Kelly emphasizes the tax advantages of ABLE accounts making it an attractive option for families to plan for their loved ones' future financial needs while maximizing benefits.  * Investment Options and Flexibility: Kelly explains the investment options available within ABLE accounts and the different risk tolerances and financial goals.   * Background on Kelly Nelson: With a background in financial planning and a personal connection to disability, Kelly brings a unique perspective to her work, combining her expertise in finance with a passion for social justice.  Learn more about Kelly Nelson:  * Visit Maryland ABLE’s website: https://www.marylandable.org/   * Subscribe to Maryland ABLE on YouTube: https://www.youtube.com/@marylandable5842  * Follow Maryland ABLE on Facebook: https://www.facebook.com/MarylandABLE/   * Email: [email protected] Watch the previous Stress-Free IEP® episode with estate planning attorney Todd Boerstein where Frances and he discuss special needs trusts: https://shefterlaw.com/2022/11/stress-free-iep-with-frances-shefter-and-todd-boernstein-video-podcast Read the whole transcript from this episode at https://shefterlaw.com/blog/ *********************************** Stress-Free IEP®:  Frances Shefter is an Education Attorney and Advocate who is committed to helping her clients have a Stress-Free IEP® experience. In each podcast, Frances interviews inspiring people to share information, educate you, empower you and help you get the knowledge you need. Watch more episodes of Stress-Free IEP®:  * On website: https://shefterlaw.com/blog  * On YouTube: https://www.youtube.com/channel/UCff0foIeCETrWbtsQSDwckQ Connect and learn more from your host, Frances Shefter:  * https://shefterlaw.com/#contact-me  * https://shefterlaw.com/  * https://www.linkedin.com/in/francesshefter/  * https://www.facebook.com/ShefterLawPA  * https://twitter.com/shefterlawpa  * https://www.instagram.com/shefterlawpa/  * https://www.tiktok.com/@shefterlawpa