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What was the 529 and ABLE market sizing as of 3Q 2024 (September 30, 2024)?

What was the 529 and ABLE market sizing as of 2Q 2024 (June 30, 2024)?

What percentage of parents save for education with 529s in 2024, and how does that compare to pre-COVID levels in 2017, 2018, and 2019?

What was the 529 and ABLE market sizing as of 4Q 2023 (December 31, 2023)?

Effective 2024, certain types of qualified transfers from 529s to Roth IRAs will be allowed from a federal income tax perspective. From a state income tax perspective, this article categorizes the transfer as a qualified expense, non-qualified expense or decision pending from a state income tax recapture perspective for those that file state income tax with those states. This status board is for information purposes only based on publicly available information as of publication date, and you and your clients are responsible for determining the eligibility of a 529 distribution to a Roth IRA rollover. This article will be updated over time as more information becomes available.

What was the 529 and ABLE market sizing as of 3Q 2023 (September 30, 2023)?

What was the 529 and ABLE market sizing as of 2Q 2023 (June 30, 2023)?

What percentage of parents save for education with 529s in 2023, and how does that compare to pre-COVID levels in 2017, 2018, and 2019?

Based on a proprietary survey of parents fielded in April 2023, this report provides an overview of the education financial planning landscape, 529 landscape, legislative impacts, demographic drivers, product developments, marketing initiatives, distribution enhancements and more.