Oregon ABLE Savings Plan accounts are not guaranteed by the Oregon Treasurer’s Office, the State of Oregon, any state agency or subdivision thereof, or their authorized agents or affiliates. You could lose money by investing in an Oregon ABLE Savings Plan account. Consider investment objectives, risks, charges and expenses before investing.
About — Oregon ABLE Savings Plan. Oregon ABLE Savings Plan accounts are not.
Oregon ABLE Prepaid Card lets people with disabilities use their money at cash.
Meet Sumday, our Plan Manager — Oregon ABLE Savings Plan, Historical Performance — Oregon ABLE Savings Plan, Qualified Expenses — Oregon ABLE Savings Plan, FAQs — Oregon ABLE Savings Plan. Oregon ABLE Savings Plan accounts are not.
Accessibility Statement — Oregon ABLE Savings Plan, Who can contribute to my account? — Oregon ABLE Savings Plan, There’s a low annual fee of $35 for each Oregon ABLE Savings Plan to keep everything running smoothly. There are also low fees on the underlying mutual funds, which are a part of each of the investment options, and a state administrative fee. These add up to between 0.30% and 0.38% of the account’s balance per year.
The ABLE Act established a way for people with eligible disabilities to save money in a tax-free account without losing their state or federal benefits. The protections offered by ABLE accounts are similar to that of a special needs trust, but there are many differences between the two options related to eligibility, contributions, use of funds, and Medicaid payback provisions.
Oregon ABLE Savings Plan accounts are not guaranteed by the Oregon Treasurer’s Office, the State of Oregon, any state agency or subdivision thereof, or their authorized agents or affiliates. You could lose money by investing in an Oregon ABLE Savings Plan account. Consider investment objectives, risks, charges and expenses before investing.
