Ohio’s STABLE Account An Easy Process for Financial Success

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Presentation transcript:

Ohio’s STABLE Account An Easy Process for Financial Success

Step 1: Start the Process

Step 1: Start the Process

Step 1: Start the Process

Step 1: Start the Process

Step 2: “About You”

Disability must be diagnosed and certified by a licensed physician

Step 3: Delivery Options

Step 4: Investment Options Growth: 80% stock / 20% bond Moderate Growth: 60% stock / 40% bond Conservative Growth: 40% stock / 60% bond Income: 20% stock / 80% bond BankSafe: 100% FDIC-Insured funds 25 25 50 100

Step 4: Contributions

1,000 My awesome account!

“Routing number?” 1,000 “Account number?” My awesome account!

Account & Routing Numbers

1,000 My awesome account! 123456789 000987654321 000987654321 Checking

Step 5: “Optional Information” Nice list… But where’s the World Institute on Disability?

Step 6: Complete & Review

Step 7: Submit!

Q & A

World Institute on Disability For More Information: Tom Foley World Institute on Disability www.wid.org/EQUITY tom@wid.org equity@wid.org