529 Plans & ABLE Accounts

Municipal fund securities (regulated by the MSRB): 529 college savings plans grow tax-deferred with tax-free withdrawals for qualified education expenses; ABLE accounts do the same for disability-related expenses.

529s are sold by official statement (not prospectus) because they are municipal fund securities; many states add their own tax deductions for residents. Prepaid tuition plans lock today’s tuition rates, while savings plans invest in portfolios that typically glide more conservative as college nears.

Related terms

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