What to Consider

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Before investing in any ABLE program, you should consider whether your home state provides its taxpayers with favorable state tax or other benefits that are only available through investment in the home state’s ABLE program. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to directly contact your home state’s ABLE program, or any other ABLE program, to learn more about those plans’ features, benefits, and limitations. State-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

You can review CalABLE frequently asked questions.

Antes de invertir en cualquier programa ABLE, debe considerar