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Generally, the ABLE Act permits a state to establish and maintain a new type of tax-advantaged savings program (under Section 529A of the Internal Revenue Code). Contributions may be made to a 529A account established for a designated beneficiary to pay for qualified disability expenses. More information...
Audience: Individual Researcher Teacher Youth
Tags: Tax, Tax Benefit, Individuals With Disabilities, IRS, 529A, ABLE
Date: 4/17/2018
The Internal Revenue Service today released proposed regulations implementing a new federal law authorizing states to offer specially-designed tax-favored ABLE accounts to people with disabilities who became disabled before age 26. More information...
Audience: Individual Youth
Type of Resource: Article
Tags: Regulations, ABLE, ABLE Accounts, People with Disabilities, IRS
Date: 4/17/2018
In consultation with the U.S. Department of the Treasury and President Bush's Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned the first national study of the financial capability of American adults in 2009. The overarching research objectives of the More information...
Audience: Individual Researcher
Type of Resource: Website
Date: 6/5/2013
The Make Your Path (MY Path) initiative provides disadvantaged youth with peer-led financial capability trainings, a savings account at a mainstream financial institution and incentives to set and meet savings goals. The program focuses on youth earning their first paycheck—a critical “teachable More information...
Audience: Teacher Researcher
Type of Resource: Working paper
Tags: youth, underserved, underserved youth, peer learning
Date: 6/5/2013
Not familiar with credit unions? At this site you will learn what a credit union is, what it has to offer, and how you may be able to join a credit union. More information...
Audience: Individual
Type of Resource: Websites
Date: 2/19/2013
Not sure if a credit union is a good fit? At this site, you will learn about a credit union's structure, operations, and benefits for members. More information...
Audience: Individual
Type of Resource: Websites
Date: 2/19/2013
This is a comprehensive brochure describing how credit union member accounts are insured by the National Credit Union Administration (NCUA), an agency of the federal government. The brochure describes the variety of insured accounts, and includes examples of insurance protection for various size More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/19/2013
This site offers a one-stop toolbox of educational information and personal finance tips designed to help individuals in making smart financial decisions and better choices for their money. Individuals can learn about saving, borrowing, and managing credit, as well as how to get a free credit More information...
Audience: Individual
Type of Resource: Website
Date: 2/19/2013
This site offers a one-stop toolbox of educational information and personal finance tips designed to help individuals in making smart financial decisions and better choices for their money. Individuals can learn about saving, borrowing, and managing credit, as well as how to get a free credit More information...
Audience: Individual
Type of Resource: Website
Date: 2/19/2013