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 Director

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 Director

Get to Know David

Related Content

10.11.2019

2019 Investment Symposium Presentations

The six flash talks presented by our research team at Marquette’s 2019 Investment Symposium on October 4th…

10.07.2019

3Q 2019 Market Briefing

Live Webinar – Thursday, October 24, 2019 – 1:00-2:00 PM CT

09.17.2019

Attack on Saudi Oil and Market Implications

Over the weekend, half of Saudi Arabia’s oil production stopped due to a drone attack on the country’s major Saudi…

09.09.2019

Catastrophe Bonds

Institutional investors are constantly searching for additional asset classes that may help diversify a portfolio and enhance returns. Catastrophe (“cat”)…

08.30.2019

Investing 101 Video Series

Our Investing 101 video series covers the fundamentals of investing. This series aims to create a knowledge base for trustees,…

08.14.2019

The Yield Curve Inverts: Time to Hunker Down?

This morning, the key range of the U.S. Treasury yield curve that is viewed as the bellwether of recessions —…

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 >