ABLE ACCOUNTS EXPLAINED! (SHOULD YOU OPEN ONE?) | Do you have a disability or have a child that has a disability? If so, you may want to look into setting up ABLE accounts – they are tax-free, savings & investment accounts specifically for people with disabilities. In this video, I’m going to explain the 5 most important features of an ABLE account.

#ableaccountsexplained #ableaccountfordisabled #ableaccount #ableaccountinvestmentoptions #ableaccountcontributionlimits2022 #ableaccountlimits2022 #ableaccountwithdrawals

If you're interested in having a comprehensive financial plan prepared for you, schedule a free discovery call today at: https://districtcapitalmanagement.com...

Get free monthly financial tips by subscribing to our newsletter at https://districtcapitalmanagement.com

Skip Ahead Here!
0:00 - ABLE Accounts Explained! (SHOULD YOU OPEN ONE?)
0:24 - What are the three main advantages of ABLE accounts?
2:07 - Who is eligible for an ABLE account?
3:10 - How much can I contribute to an ABLE account?
3:57 - What are my investment options in an ABLE account?
4:23 - ABLE account withdrawals: What are qualifying expenses?

**RECOMMENDED READING LIST**
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) https://amzn.to/35NH54Z

Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
https://amzn.to/32GRJbJ

A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) https://amzn.to/2H7pbzS

● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ●

● SAY HI ON SOCIAL
Website: https://districtcapitalmanagement.com/
Facebook:   / districtcapital  
LinkedIn:   / alvin-carlos-cfa-cfp%c2%ae-5101903  

● WHO AM I?
Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps young/mid-career professionals to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.

● DISCLAIMERS
This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

District Capital is a participant in Amazon Associates LLC Program, an affiliate advertising program designed to provide a means for us to earn income by linking to Amazon.com and affiliated sites. When you purchase any products through our Amazon page, you'll be supporting our mission of providing high-quality financial advice to the middle-class! :)