Share
Money Talks
Money Talks: ABLE Accounts
Guest Richard Courtney of Courtney Elder Law Associates, a division of Frascogna Courtney, PLLC is the guest.
To sign up for an account: mississippiable.com or call 1-888-609-3469
ABLE accounts are savings accounts for individuals with disabilities which will not affect their public benefits. These accounts can be used for daily transactions and/or long-term savings. Income earned in the accounts is not taxed if spent on qualified disability-related expenses. Contributions can be made to an account by anyone and may qualify for a state tax deduction.
The Mississippi Department of Rehabilitation Services has more information: https://www.mdrs.ms.gov/Pages/able-act.aspx
Additional information( videos and access to Richard Courtney's Essential Planning Guide for Special Needs Children & Adults) can be found on Mr. Courtney's website: elderlawms.org Phone number 601-987-3000
More episodes
View all episodes
Money Talks| Answering Tax Day questions
49:01|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Nancy is out so on this Tax Day, Ryder answers listeners' tax related questions. Also, we share a few moeny habits of successful people.Money Talks| What is a recession?
49:43|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we define what a recession is and talk about when being frugal might not add up to saving money.Money Talks: Savings vehicles
50:57|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Nancy is out of the studio, so Ryder talks about several different kinds of savings accounts and answers several listener questions.Money Talks | Credit Card Fundamentals
47:15|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Lacey Alexander fills the host's position while Kevin is out to talk about the fundamentals of credit cards.Money Talks| investment basics
46:35|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, Ryder is out of the studio, so Nancy answers a few listener questions and talks about the basics of investing.Money Talks| Saving at the grocery store
48:58|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, tips on saving money at the grocery store and listener calls about scams and how to avoid them.Money Talks| Recognizing phone scams
46:34|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we talk about phone scams and how to recognize them.Money Talks| tariffs
45:30|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we talk about tariffs.Money Talks| Retirement advice that is often ignored
44:47|Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives and Ryder Taff, Portfolio Manager at New Perspectives. To email a question to the show, send it to money@mpbonline.org. In this episode, we talk about retirement advice that is often ignored and answer several listener phone calls.