H.R.1 delivers permanent, inflation-adjusted tax benefits for families. Recent legislation (H.R.1, formerly the “One Big Beautiful Bill Act”) has introduced powerful, permanent changes to ABLE and 529 accounts offering high-net-worth families greater control, flexibility, and efficiency in how they plan for both education and disability-related expenses. These changes aren’t just technical upgrades. They represent a … Continue reading Are You Maximizing the New Opportunities in ABLE and 529 Accounts?