Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Special Needs
How Special Needs Trusts and ABLE Accounts Work Together
As we discussed previously, the Achieving a Better Life Experience (ABLE) account was a significant advancement towards …
Looking to Create an ABLE Account? These Are the Resources You Need
Undoubtedly, ABLE (or “Achieving a Better Life Experience”) accounts have been a significant breakthrough for individual…
New Legislation You Should Know: 529A ABLE Accounts
Late last year, Congress enacted new rules to improve the recently created 529A ABLE account, a tax-advantaged savings a…