Missouri ABLE savings program

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The Missouri ABLE savings program is a state-sponsored initiative that allows eligible individuals with disabilities and their families to save and invest money for disability-related expenses in tax-advantaged accounts without jeopardizing certain public benefits.

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Statements (50)

Predicate Object
instanceOf disability savings program
state-sponsored ABLE savings program
tax-advantaged savings program
accountControl may be managed by an authorized legal representative if needed
accountOwnership owned by the eligible individual with a disability
accountType 529A ABLE account
administeredBy Missouri State Treasurer’s Office NERFINISHED
allows investing money for disability-related expenses
saving money for disability-related expenses
alsoKnownAs MO ABLE NERFINISHED
Missouri ABLE NERFINISHED
basedOn Achieving a Better Life Experience Act of 2014 NERFINISHED
benefitType investment accounts
protection of eligibility for certain public benefits
tax-advantaged savings
contributionSource account owner
family members
friends
third parties
country United States of America
surface form: United States
designedTo encourage savings by individuals with disabilities
reduce reliance on institutional care by supporting community living
eligibilityCriterion Missouri residency requirement for the account owner or other state-specific rules
meets Social Security definition of disability or comparable standard
onset of disability before age 26
feature earnings grow tax-deferred for federal tax purposes
qualified withdrawals are tax-free for federal tax purposes
hasAnnualContributionLimit yes
hasContributionLimit yes
hasLifetimeContributionLimit yes
operatedIn Missouri NERFINISHED
primaryPurpose allow eligible individuals with disabilities to save for disability-related expenses
provide tax-advantaged savings for disability-related expenses
protectsBenefit Medicaid NERFINISHED
Supplemental Security Income NERFINISHED
regulatoryFramework Missouri state statutes governing ABLE accounts
federal ABLE Act regulations
sponsoredBy State of Missouri NERFINISHED
targetPopulation families of individuals with disabilities
individuals with disabilities
useOfFunds assistive technology and related services
education expenses related to disability
employment training and support
financial management and administrative services
health care expenses related to disability
housing expenses related to disability
other qualified disability-related expenses as defined by federal law
personal support services
transportation expenses related to disability
website official Missouri ABLE program website

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Missouri State Treasurer oversees Missouri ABLE savings program