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September 8, 2021

Leveraging 529A ABLE Accounts for Disabled Beneficiaries

Many people are familiar with 529 plans for college savings, but did you know that there is something called a 529A “ABLE” account? These accounts are for beneficiaries who were first disabled prior to the age of 26. Like the 529 college savings account, they allow for tax-free growth and tax-free withdrawals for qualified disability expenses. Our latest blog post comes from kitces.com’s Nerd’s Eye View and is written by guest contributors Andrew Komarow and Elizabeth Yoder.

Learn more about 529A ABLE Accounts by clicking the link below:

Leveraging 529A ABLE Accounts for Disabled Beneficiaries

Commentary by Portfolio Design Services, LLC / News

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Bruce Swanson, President
100 Hilltop Road
Roanoke, VA 24014
Phone 540-400-0053
bruce@pdsadvisers.com

Brad Olson, Vice President
122 N. 2nd Street
River Falls, WI 54022
Phone 715-629-9095
Cell Phone 715-441-0259
brad@pdsadvisers.com

Tonya Swinnea, Investment Adviser Representative
Phone 715-318-3725
tonya@pdsadvisers.com

Angela Tille, Investment Adviser Representative
Phone 715-629-9095
Cell Phone 715-821-9251 angela@pdsadvisers.com

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