Financial Wellness Reminder of the Week

For some special needs families, a 530A Account (also known as a Trump Account) may offer a new way to invest for a child’s long-term future. Under current law, eligible funds may later be rolled into an ABLE Account, potentially connecting early investing with disability-focused savings.

Every family’s financial plan is different. Before making a decision, it’s important to consider how a 530A Account may fit alongside an ABLE Account, 529 plan, Special Needs Trust, SSI, Medicaid, and your family’s other financial priorities.

Curious whether a 530A Account could make sense for your family? Ask Valory to learn how it works and what factors families may want to consider.

This content is for educational purposes only. Eligibility, tax treatment, rollover requirements, and program rules apply.

Limitless Superstar of the Week

Jessica Cox has never let limits define her. Born without arms, she became the world's first licensed armless pilot, earning her pilot's license by flying with her feet. She also holds a black belt in Taekwondo, drives a car, scuba dives, surfs, and has inspired millions around the world through her speaking and advocacy.

Jessica's story is a powerful reminder that extraordinary achievements often begin with believing that "impossible" is only a starting point. Through courage, perseverance, and a willingness to adapt, she continues to challenge assumptions and encourage others to focus not on what they lack, but on what they are capable of becoming.

Limitless Lesson: Our greatest limitations are often the ones we place on ourselves. With determination, creativity, and support, remarkable things are possible. 💛

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