Check the background of this firm on FINRA’s BrokerCheck

ABLE Turns 10

| January 6, 2025

The idea for it originated with a group of parents in Virginia who saw that individuals with disabilities and their families needed a way to save for the future without sacrificing eligibility for much-needed federal benefits. One of those parents was Beck, a congressman who had a daughter with Down syndrome. It took years for a bipartisan group in Congress, supported by many advocates, to develop the bill that was finally passed in December 2014.1

READ MORE

Relevant Articles

May 15, 2026

Compliance Officers Worry AI Demand Is Outpacing Regulators

During a FINRA conference dominated by AI-related discussions, Robinhood General Counsel Dan Gallagher suggested it could be safer for investors…

Building a Client Experience That Truly Sets Your Financial Business Apart
May 8, 2026

Building a Client Experience That Truly Sets Your Financial Business Apart

As an independent financial professional, you likely care deeply about your clients. However, you may feel like your business isn’t…

IPI Team
February 23, 2026

Achieving Independence: The Right Support to Make Your Move

IPI Wealth Management Connects You to People, Solutions, and Expertise More than ever, financial professionals are reclaiming control over their…

Solutions For Your Business

We want to see you succeed. Let’s talk about how our services can move your business forward.

Contact The IPI Team