Tanner Withers - Special Needs Planning

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Tanner Withers - Special Needs Planning No family should ever feel alone in this journey!

Empowering families of all abilities to live their potential, by helping them to navigate the complexities of disability and special needs planning with confidence.

10/19/2026

PART 3: Advisor-Sold ABLE accounts for individuals with a or

The takeaway for me is that this ABLE is better served for growers, not spenders.

The question I leave with: is the advisor component worth the cost?

10/16/2026

Free housing for disabled adults on SSI counts as income, which reduces their SSI!

One way to avoid that is by charging “rent.”

Either SSI payments going up in 2027, the amount you charge in rent may need to go up as well!

10/14/2026

So stoked for SSI crossing the $1,000/month threshold.

Yes that’s not enough to live on, but it was never intended for that.

10/12/2026

PART 2: State-led ABLE accounts for individuals with a or

I usually prefer to start here, and verify if what’s offered matches your unique needs.

Next up we’ll discuss advisor-managed ABLE accounts, and then hybrid.

10/09/2026

Will the Trump Account count as an asset for your loved with with a while on SSI/ Medicaid?

10/05/2026

PART 1: Did you know there are 3 kinds of ABLE accounts?

The one that makes sense for you depends on how you’ll use it!

We’re taking a DEEP dive on each kind
🇺🇸 State-sponsored
👨‍💼Advisor-driven
♾️ Hybrid

09/24/2026

So grateful for you all! And working hard to reach even more families, faster.

Hang with us! 🫡

09/23/2026

Food is no longer a countable resource…and hasn’t been for nearly two years.

And I knew this, and still misspoke—old habits.

So here’s the correction.

09/21/2026

Hopefully this explanation makes some more sense!

09/18/2026

Disregard if you dislike extra money in your pockets.

Because the game of Social Security + SSDI + DAC + SSI is a wild one!

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Mapleton, UT
84664

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Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 7pm
Thursday 8am - 5pm
Friday 8am - 7pm

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