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Working Together: ABLE Accounts & Special Needs Trusts

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Manage episode 439777031 series 2472144
Content provided by Moody Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Moody Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The definition of synergy is two things put together, having an effect greater than the sum of the parts. And it can play a beneficial role in family finances. On today's Faith & Finance Live, Matt Syverson will join host Rob West to explain how an ABLE account can work together with a special needs trust for a person with disabilities. Then Rob will answer some questions on various financial topics.

See omnystudio.com/listener for privacy information.

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171 episodes

Artwork
iconShare
 
Manage episode 439777031 series 2472144
Content provided by Moody Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Moody Radio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The definition of synergy is two things put together, having an effect greater than the sum of the parts. And it can play a beneficial role in family finances. On today's Faith & Finance Live, Matt Syverson will join host Rob West to explain how an ABLE account can work together with a special needs trust for a person with disabilities. Then Rob will answer some questions on various financial topics.

See omnystudio.com/listener for privacy information.

  continue reading

171 episodes

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