ABLE Accounts for Disability Expenses

Achieving a Better Life Experience (ABLE) accounts allow eligible individuals to save and invest money in tax-advantaged plans to pay qualified disability expenses.

Expenses that may qualify include housing, education, transportation, health, prevention and wellness, employment training and support, assistive technology, personal support services, and other disability-related expenses.

Along with tax advantages, ABLE accounts offer the opportunity to save for future disability needs without jeopardizing eligibility for Supplemental Security Income (SSI), Medicaid, and other public benefits.

Funds in ABLE accounts generally do not count toward means/resource testing limits for…

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Craig Siminski is a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience. His goal is to provide families, business owners, and their employees with assistance in building their financial freedom.

Please let Craig know that the Green Bay News Network Sent You!

CMS Retirement Income Planning

Craig Siminski is a Retirement Income Planner professional with twenty two years of experience. His goal is to help ensure his clients will have enough income to maintain their dignity and independence in retirement.

Craig is committed to designing and implementing financial strategies that focus on his clients’ needs.  He seeks to be a lifetime resource for each and every client.

Give him a call at 920-569-8363 or email him at csiminski@equitydesigngroup.com and tell him the Green Bay News Network sent you!