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
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?
