This website has been developed by Ascensus College Savings Recordkeeping Services, LLC ("ACRS") and its affiliates.
For more information about ABLE plans managed or administered by ACRS and its affiliates, call 1.877.529.2980.
Before investing in any ABLE program, you should consider whether your home state offers an ABLE program that provides its taxpayers with favorable state tax or other benefits that are only available through the home state's ABLE program. You also should consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's ABLE program, or any other ABLE program, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.
Investment objectives, risks, charges, expenses, and other important information are included in a ABLE program’s offering statement; read and consider it carefully before investing.
Investment returns are not guaranteed, and you could lose money by investing in an ABLE program. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.
An account in an ABLE plan is controlled by the account owner. Your gift contribution may have gift tax consequences or other tax implications. Please consult your tax advisor.
ACRS and its affiliates do not provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
Ugift is a registered service mark of Ascensus Broker Dealer Services, Inc. All other trademarks, service marks or registered trademarks are the property of their respective owners. Used with permission.
* Not FDIC Insured (except for ABLE plans that offer an FDIC-insured portfolio) * No Bank, State, or Federal Guarantee * May Lose Value *