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Home→Tags ABLE Accounts

Tag Archives: ABLE Accounts

Federal Estate Tax Exclusion Increased to $15 Million

Posted on July 12, 2025 by Daniel EvansJuly 13, 2025

H.R. 1, previously known as the “One Big Beautiful Bill,” was passed by both houses of Congress and was signed into law on July 4, becoming P.L. 119-21.  Section 70106 of the act changes the provision that had doubled the … Continue reading →

Posted in News | Tagged ABLE Accounts, Deceased spousal unused exclusion amount, Federal estate tax, Federal gift tax, Fiduciary income tax

Expanded ABLE Account Contributions

Notice 2018-62, 2018-34 I.R.B. ___ (8/20/2018), provides guidance on the application of the new expanded contribution limits to “ABLE” (“Achieving a Better Life Experience”) accounts under IRC section 529A. According to the IRS, a designated beneficiary who works may contribute (in … Continue reading →

Posted in News, Rules and Regs. | Tagged ABLE Accounts

Pennsylvania ABLE Act

Posted on April 14, 2016 by Daniel EvansApril 18, 2016

Both houses of the Pennsylvania legislature have approved SB 879, the “Pennsylvania ABLE Act” (an unconsolidated statute), which allows the creation of “ABLE” savings accounts intended to qualify under IRC section 529A.  (“ABLE” is an acronym for “Achieving a Better … Continue reading →

Posted in News | Tagged ABLE Accounts, Disabled persons, IRC 529A

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