General Changes - PA ABLE Savings Program

Mar 27, 2020 · SINCE INCEPTION. INCEPTION DATE. Aggressive Option. 11.96%. 9.32%. 12/15/16. ... of the Account Owner’s income tax return for the year in which the Excess Contributions were made will result in the imposition on the Account Owner of a 6% excise tax on the amount of Excess Contributions. ... The total annual asset-based fee is charged daily ... ................
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