January OAK WEALTH ADVISORS 2019 ABLE ACCOUNT COMPARISON MATRIX AK AL AR AZ CA ABLE Contact Information

Transcription

1 AK AL AR AZ CA ak.savewithable.com enableal.com ar.savewithable.com az able.com calable.ca.gov YES YES YES YES $40 to $60 $45 $40 to $60 $42 $37 Portion of annual maintenance fee (Summer ) Investment s 0.34% to 0.37% 0.50% to 0.56% 0.34% to 0.37% 0.19% to 0.34% 0.44% to 0.53% Six Five Six Five Four TIAA CREF $400,000 $360,000 $366,000 $462,000 $529,000

2 CO D.C. DE FL GA coloradoable.org dc.savewithable.com de.savewithable.com myablesavings.com georgiastable.com YES YES YES $45 to $60 $40 to $60 $40 TO $60 $42 Investment s 0.34% to 0.37% 0.34% to 0.37% 0.34% to 0.37% 0.04% to 0.29% 0.19% to 0.34% Six Six Six Seven Five $400,000 $500,000 $350,000 $418,000 $462,000

3 IA IL IN KS KY iable.gov il.savewithable.com in.savewithable.com ks.savewithable.com stablekentucky.com YES YES YES YES Up to $3,239 YES $45 to $60 $45 to $60 $45 to $60 $40 to $60 $42 Investment s 0.34% to 0.37% 0.34% to 0.37% 0.34% to 0.37% 0.34% to 0.38% 0.19% to 0.34% Six Six Six Six Five $420,000 $450,000 $450,000 $370,000 $462,000

4 LA MA MD MI MN able.osfa.la.gov mefa.org/products/attainable marylandable.org miable.org mn.savewithable.com YES YES YES YES $2,500 Single/$5,000 Joint with a carry forward $5,000 Single/$10,000 Joint $30 $35 $45 $40 to $60 $50 Portion of annual maintenance fee Investment s 0.13% to 0.15% 0.55% to 0.94% 0.30% to 0.38% 0.50% to 0.78% 0.34% to 0.37% Seven Eight Four Six Six (Fidelity) (Marquette Associates) $500,000 $400,000 $350,000 $500,000 $425,000

5 MO MT NC NE NH moable.com mt.savewithable.com nc.savewithable.com enablesavings.com stablenh.com YES YES YES $8,000 Single/$16,000 Joint YES $10,000 of contributions Single&Joint $42 $45 to $60 $45 to $60 $45 $42 Portion of annual maintenance fee Investment s 0.19% to 0.34% 0.34% to 0.37% 0.34% to 0.37% 0.50% to 0.55% 0.19% to 0.34% Five Six Six Five Five $462,000 $396,000 $450,000 $400,000 $462,000

6 NJ NM NV NY OH nj.savewithable.com ablenewmexico.com nv.savewithable.com mynyable.org stableaccount.com YES YES YES $4,000 Single&Joint $45 to $60 $42 $40 to $60 $45 to $55 $30 Investment s 0.34% to 0.37% 0.19% to 0.34% 0.34% to 0.37% 0.40% 0.19% to 0.34% Six Five Six Four Five $305,000 $462,000 $370,000 $100,000 $462,000

7 OK OR PA RI SC okstable.org oregonablesavings.com paable.gov ri.savewithable.com scable.org YES YES YES $2,310 Single/$4,620 Joint if beneficiary under 21 $15,000 Single&Joint $42 $45 $45 to $60 $40 to $60 $42 $50 Investment s 0.19% to 0.34% 0.30% to 0.38% 0.34% to 0.38% 0.34% to 0.37% 0.19% to 0.34% Five Four Six Six Five $462,000 $310,000 $511,758 $395,000 $426,000 YES YES YES

8 TN TX VA VT WA abletn.gov texasable.org able now.com vermontable.com washingtonstateable.com YES $2,000 Single&Joint with a carry forward $48 $39 $42 $0 through June 30, then $35 $50 Investment s 0.00% to 0.62%. Most 0.35% 0.39% to 0.65% 0.37% to 0.40% 0.19% to 0.34% 0.30% to 0.37% Fourteen Four Five Four Four Vanguard and DFA $350,000 $370,000 $500,000 $462,000 $310,000 n

9 WV WY American Funds wvable.com wyable.com americanfunds.com americanfunds.com YES YES $2,000 $42 $42 $10* WAIVED UNTIL FURTHER TICE Direct Deposit Investment s 0.19% to 0.34% 0.19% to 0.34%.47% to.92% 5.75% SALES CHARGE Five Five Seven American Funds $462,000 $462,000 $500,000 + YES YES YES