A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service has still not completed the regulations on how the accounts should be implemented and managed. Although the final regulations have not been released, we have learned some details which suggest the new accounts may be easier to utilize than had been thought previously.

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Oak Wealth Advisors, LLC
500 Lake Cook Road, Suite 350
Deerfield, IL 60015

Phone: 847-945-8888
Toll Free: 866-655-2635

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