CalABLE Quarterly January 2023

From the Director

A lot is going on in the world today. And with the aftereffects of a global pandemic, war abroad, violence, and tragedies dominating headlines and affecting the economy, it’s important to remember that your CalABLE account is designed to weather market volatility.

Portrait of Dante Allen, CalABLE’s Executive Director. A man wearing a grey suit, a blue shirt, and a turquoise tie.
  • Dante Q. Allen
  • Executive Director
  • CalABLE

In This Issue

Portrait of Fiona Ma, California State Treasurer. A woman wearing a red business jacket. CalABLE logo in the corner.

Choose an ABLE Plan

Forty-six states have ABLE programs with over 126,192 accounts totaling $1.11B assets under management (as of 6/2022). California is ranked as the third largest independent ABLE program in both assets and accounts.1


Portrait of Fiona Ma, California State Treasurer. A woman wearing a red business jacket. CalABLE logo in the corner.

Tax Tips

You already know CalABLE accounts are tax-advantaged accounts when used for qualified expenses for people with disabilities.


Free. Free. Free.

Free tax preparation services known as Volunteer Income Tax Assistance (VITA) programs are available to members of the disability community.


CalABLE Questions

Here are three questions we get from both new and longstanding account owners alike.


A Quick Survey

We want to help you achieve your savings goals.


Need to Speak with Someone?

Our team is standing by to answer your questions.


Portrait of Dante Allen, CalABLE’s Executive Director. A man wearing a grey suit, a blue shirt, and a turquoise tie.
  • Dante Allen
  • Executive Director
  • CalABLE

See Past Issues

This material is for informational or educational purposes only and does not constitute legal or tax advice. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Be sure to consult with your tax professional for details and advice.

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