Did you know... Thanks to the 2017 Tax Cuts and Jobs Act and the 2018 ABLE Financial Planning Act, you can now rollover an existing 529 plan into a 529 ABLE account without penalty! {NEED A REFRESHER ON WHAT AN ABLE ACCOUNT IS AND WHAT IT DOES? CHECK OUT OUR BLOG POST TITLED “ACHIEVING A BETTER LIFE … Continue reading HOW TO: Turn a 529 (“College Savings”) Plan into an ABLE Account
Month: June 2018
Can I Open an ABLE (Achieving a Better Life Experience) Account in my State?
Wondering whether you can open an ABLE account in your state? Here's the GREAT news: "No matter which state you call home, you can open your ABLE account in any state with an active ABLE program" (ABLE National Resource Center). {If you need a refresher on what an ABLE account is and what it does, … Continue reading Can I Open an ABLE (Achieving a Better Life Experience) Account in my State?
Achieving a Better Life Experience (ABLE) Accounts – THE BASICS
Instead of merely existing, what would your child's life look like if he or she was truly living and experiencing the best life has to offer? Could opening an ABLE account help him or her achieve that goal? Welcome to June and our first post in a short series of posts about Achieving a Better … Continue reading Achieving a Better Life Experience (ABLE) Accounts – THE BASICS