ABLE Account Decision Guide Series

Finding the Funds to Save in an ABLE Account

Is 529 account creator willing to rollover a portion of a member of the family’s 529 account to the beneficiary’s ABLE account?

yes         no

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Note: Our ABLE Decision Guide Series is designed as an aid to decision making as it relates to establishing and using an ABLE account. This document does not cover every possible issue related to the topic and is not a substitute to more in-depth analysis that may be required in some cases.