MEFA Blog
Keep up to date with the latest news about planning and financing a college education and preparing for your financial future, from experts here at MEFA and across the industry. Browse through our blog and use it as your very own college planning guide.
Learn about real-life examples of the use of ABLE accounts, the biggest benefits of ABLE accounts, the benefits of having both a special needs trust and an ABLE account, and how trusts can make contributions to ABLE. …
By
Mary Rubenis
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Management features include Fidelity's secure portal, The Fidelity Cash Management account, Fidelity's Full View, and Fidelity's BillPay. …
By
Mary Rubenis
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Incentives include The Saver's Credit, The Earned Income Tax Credit, Contributions from a Trust, and the ABLE to Work Act. …
By
Mary Rubenis
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Learn about this national campaign that raises awareness of issues related to disability employment and highlights the contributions of workers with disabilities, as well as the the ABLE to Work Act.…
By
Mary Rubenis
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Fidelity Cash Management features a debit card with fee-free ATM withdrawals, text alerts for debit card purchases, use of Fidelity's BillPay, and fee-free check writing. Fidelity Full View features budgeting and reporting tools and allows you to see all your accounts in one place. …
By
Mary Rubenis
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9 additional states have launched ABLE programs, 40,422 ABLE accounts are open across the country, and the ABLE Age Adjustment Act is on the horizon. …
By
Mary Rubenis
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We highlight the Attainable Savings Plan, which includes various investment options, no federal taxes on earnings if used for qualified disability expenses, and professional management by Fidelity Investments. …
By
Mary Rubenis
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Three important changes have been made to Attainable: the elimination of the previously required $50 minimum balance to open an Attainable account, the cancellation of the $30 annual account fee, and the removal of the wire transfer fee for moving funds out of an Attainable account…
By
Elizabeth Fontaine
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Over the past year, our interactions at Attainable events have included a Vietnamese parent support group at the Federation for Children with Special Needs (FCSN) seminar and an older brother of a boy with Down syndrome at the Massachusetts Down Syndrome Congress (MDSC) conference.…
By
Mary Rubenis
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Learn who is eligible for an Attainable account, the tax benefits, who the account owner is, how the money is invested, and what counts as a qualified disability expense. …
By
Meredith Barnhart
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