CalABLE Webinar: Qualified Disability Expenses

The purpose of this webinar is to educate CalABLE account owners using ABLE account funds to pay for Qualified Disability Expenses (QDEs). When used to pay QDEs, money withdrawn from a CalABLE account will not be taxed or penalized.

Wednesday, September 16, 2020, 2:00 pm – 3:30 pm

The purpose of this webinar is to educate CalABLE account owners using ABLE account funds to pay for Qualified Disability Expenses (QDEs). When used to pay QDEs, money withdrawn from a CalABLE account will not be taxed or penalized. The rules associated with these expenses may be confusing and could result in penalties or a suspension of benefits if used in the wrong way.

This webinar discusses examples of a Qualified Disability Expense (QDE) and addresses questions such as:

• What is a QDE?
• Are all QDEs treated the same?
• Who makes sure that my expenses are QDEs?
• What should I do to keep track of my expenses?

If you would like to join us via computer and submit questions during the presentation, please Register to receive a confirmation email and login information from Microsoft Power Apps.

There is an audio only option available as well. Please note that in using the audio only option, you will not be able to submit questions during the broadcast. To join via telephone:

1. Call +1 916-573-6313
2. Enter Conference ID: 869 953 163 #

For those who are unable to make the live broadcast, a replay of the webinar will be made available on CalABLE’s YouTube channel.

If you have not had a chance to attend a presentation on the fundamentals of the CalABLE program, we recommend that you listen to the replay of our CalABLE 101 webinar available on YouTube at  https://youtu.be/kmZvXudyV1w. This replay can help answer some of the questions you may already have and provides a good foundation.

If you have any questions, please contact us at calable@treasurer.ca.gov.