Have Money Left in a 529 Plan? Can You Move It Tax-Free to an ABLE Account for a Disabled Family Member? (2026 Update)
In 2026, unused 529 funds may be rolled into an ABLE account tax-free if timing, limits, and family rules are met.
Practical Tax Insights & EA Exam Resources from a U.S. Enrolled Agent
In 2026, unused 529 funds may be rolled into an ABLE account tax-free if timing, limits, and family rules are met.
How 529 funds can cover certain certifications and non-degree programs under 2025–2026 rules.
2025 OBBBA 이후 529로 자격증·직업교육(학위 없는 과정) 비용을 세금 없이 쓰는 조건, 연도 매칭 경고, 체크리스트를 EA 실무 기준으로 정리.
Major 2026 tax shifts affect AMT, childcare credits, 529 plans, charitable deductions, and energy incentives. Prepare in 2025.
2025 AOTC·LLC 규정과 MAGI 한도, 1098-T·장학금·529 중복 금지까지 실무 기준으로 정리합니다.
A practical 2025 guide to 529 and ESA plans, including tax-free growth, K-12 rules, scholarship coordination, AOTC conflict avoidance, and real EA planning strategies.
A complete 2025 education tax roadmap explaining scholarships, AOTC, LLC, 529 plans, loan deductions, and how to avoid overlap to maximize savings.