ABLE Accounts Mini-Guide: SSI Money Rules & Savings Log

About This Product
ABLE Accounts Mini-Guide
Help families save without losing SSI. This mini-guide explains ABLE accounts, payee basics, and includes a color ABLE savings log you can hand out at meetings. From the book The Transition Map by Jeremy D. Gooch.
What's Inside
Big SSI money rules (2026)
Representative payee basics and advance designation
ABLE accounts: what they are, why they matter, how to start
Staying safe with money
Color ABLE Savings Log (Hand This Page)
Who It's For
Parents, IEP teams, and adult-services case managers working with students ages 14–22 who need a clear money conversation without the jargon.
Grades & Format
Middle School, High School, and Adult Education. Single PDF, 12 pages. Classroom and family copies are fine. Educational resource only—not financial or legal advice. Rules and dollar amounts change, so check current SSA and ABLE program details.
How to Use It
Use it when a family asks the question I hear all the time: can my kid work or save money without losing SSI? Walk through the money rules together, then send the savings log home so the student can practice tracking deposits. It pairs well with any money skills or banking unit in a transition class.




