A Broad Overview of 529 Plans and the Achieving a Better Life Experience (ABLE) Act

September 22, 2016 | Kweku Obed, CFA, CAIA, Managing Director, David H. Smith, CFA, Managing Partner

While 529 plans have existed for over two decades, recent developments such as the Achieving a Better Life Experience (“ABLE”) Act have provided a new avenue for families with eligible disabled dependents to build a pool of assets that cover qualified disability expenses such as education, housing and transportation. Like 529 plans, 529 ABLE (“529A”) plans provide a tax advantaged investment vehicle for eligible participants.

Download PDF

Kweku Obed, CFA, CAIA
Managing Director

Get to Know Kweku

David H. Smith, CFA
Managing Partner

Get to Know David

Related Content

06.14.2019

Bank Loans Position Paper

Bank loans represent a key strategic asset class for most institutional investors’ fixed income portfolios. Some of the critical benefits…

06.06.2019

Sell in May and Go Away?

Global equity markets declined in May on a flurry of geopolitical news. As tensions persist, stocks are grasping to sustain…

06.03.2019

Securing Retirement Through the SECURE Act

On May 23rd, with overwhelming bipartisan support, the Setting Every Community Up for Retirement Enhancement Act (SECURE…

05.30.2019

BREXIT: Three Strikes and May Is Out

On Friday, May 24th, Prime Minister Theresa May somberly announced her plans to resign as the Conservative Party leader and…

05.08.2019

Municipal or Taxable Bonds for High Net Worth Investors?

Municipal bonds remain attractive and still make sense for high net worth investors on a go-forward basis…

05.08.2019

Basics of Target Retirement Date Funds

Live Webinar – Wednesday, May 22, 2019 – 1:00-1:30 PM CT

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >