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Meet Frank

Meet Frank. Frank’s monthly income SSI: $900 Earned Income (EI): $585. Maximizing Income and Savings. One year later…. What Your Savings Can Do for You. $325,000. Long term leveraged investment return. What Your IDA Can Do for You. 3% over 30 years. $492,000. $200,000.

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Meet Frank

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  1. Meet Frank • Frank’s monthly income • SSI: $900 • Earned Income (EI): $585

  2. Maximizing Income and Savings

  3. One year later…

  4. What Your Savings Can Do for You $325,000 Long term leveraged investment return

  5. What Your IDA Can Do for You • 3% over • 30 years $492,000 $200,000 Long term leveraged investment return

  6. Putting It All Together $325,000 + 492,000 $817,000 Expectation Information Planning

  7. WID’s Access to Assets EQUITY NEWSLETTER For more disability asset building strategies, information, and tools, check out EQUITY! The only disability asset building publication on the planet! To subscribe: email: tom@wid.org or equity@wid.org

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