ABLE Account Decision Guide Series

Finding the Funds to Save in an ABLE Account

Has ABLE account owner received or is he or she expected to receive a federal or state tax refund?

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.