What was the 529 and ABLE market sizing as of 1Q 2020?

Check out the 1-page print ad for the ISS Market Intelligence 529 Conference 2020. It will be included in some of the upcoming ISS Media publications, and a special thank you to the ISS design and conference teams for creating the collateral.

This special section rounds up the articles released by 529 product providers and distributors on the recent market volatility and coronavirus.

What was the 529 and ABLE market sizing as of 4Q 2019?

Fundamentally, the 529 prepaid plan type of 529 plan provides families with the opportunity to pay today for tuition and specified fees tomorrow.

A 529 Plan is a tax advantaged investment vehicle operated by a state or educational institution designed to help families of all income levels set aside funds for future college, education and training expenses.

Which states have passed, have not passed and will or will not pass enabling legislation to include student loans and apprenticeships as 529 qualified expenses for state tax purposes?

529 college investment plans remain the vehicle most strongly associated with college financial planning, and for good reasons. Despite that, other structures, including retirement products, play an important role in the college savings markets.

What was the 529 and ABLE market sizing as of 3Q 2019?

How does this national best-selling author and national spokesperson help families in the college financial planning process?