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ABLE Account Calculator

Project your ABLE (Achieving a Better Life Experience) account growth, track SSI and Medicaid benefit protection, and plan for disability-related qualified expenses with tax-free savings.

Personal Details

ABLE Account Balance & Contributions

Investment & Expenses

SSI & Benefits Protection

Your ABLE balance is under $100,000 and fully protected from SSI resource limits. Without an ABLE account, the SSI asset limit is just $2,000.
80Score
StrongRetirement readiness

ABLE Account Health Score

Your ABLE account is well-positioned to cover qualified expenses while protecting your benefits.

Projected Balance

$237,621

Years Expenses Covered

20 of 20

RiskReviewStrong

Projected Balance

$237,621

after 20 years

Total Contributions

$200,000

$10,000/year avg

Tax-Free Growth

$111,171

$31,983 advantage vs. taxable

SSI Protected

$100,000

of $100,000 limit

ABLE Account Balance Over Time

Tax-free growth with qualified expense withdrawals

ABLE (Tax-Free) vs. Taxable Account

See how much more your money grows tax-free in an ABLE account

Annual Contributions vs. Qualified Expenses

How your contributions compare to disability-related expenses each year

Account Composition

Breakdown of your ABLE account value

Total

$389,721

Your Contributions

51%

$200,000/yr

Tax-Free Growth

29%

$111,171/yr

Expenses Withdrawn

20%

$78,550/yr

Year-by-Year Breakdown

Detailed ABLE account projections for every year

AgeYearBalanceContributionGrowthExpenses
252026$5,000---
302031$44,567$10,000$2,047$3,394
352036$94,397$10,000$4,758$3,840
402041$157,458$10,000$8,186$4,345
452046$237,621$10,000$12,540$4,916

Personalized Insights

Actionable recommendations based on your numbers

7 insights1 priority
Positive#1

Tax-free growth saves $31,983

Your ABLE account's tax-free growth gives you $31,983 more than a taxable investment account over 20 years. All withdrawals for qualified expenses are also tax-free.

Watch#2

Balance exceeds $100K SSI limit in 2037

Your ABLE account is projected to exceed $100,000, which would suspend (not terminate) your SSI benefits. Consider increasing qualified expense withdrawals or adjusting contributions. Medicaid is not affected regardless of balance.

Note#3

Medicaid protection regardless of balance

Unlike SSI, your Medicaid eligibility is not affected by your ABLE account balance at any amount. This is one of the most powerful benefits of ABLE accounts for people with disabilities.

Note#4

ABLE-to-Work: Earn more contribution room

If you become employed and don't participate in an employer retirement plan, you could contribute an extra $14,580/year beyond the $18,000 standard limit through the ABLE-to-Work provision.

Note#5

Check your state's ABLE tax benefits

Over 30 states offer state income tax deductions or credits for ABLE contributions. Check if your state offers this benefit — it could save you hundreds per year. You can open an ABLE account in any state.

Note#6

Qualified disability-related expenses

ABLE funds can be used tax-free for: education, housing, transportation, employment training, assistive technology, health and wellness, personal support services, financial management, legal fees, funeral and burial expenses, and basic living expenses.

Positive#7

Full expense coverage projected

Your ABLE account is projected to cover all 20 years of qualified expenses at $3,000/year (adjusted for inflation).