Issue 232:
– News & Research

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals who sell and service families and employers in the education financial planning process by creating and sharing industry relevant news, product training and best practices, while also building awareness and understanding of the importance of 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

Here is what you need to know from stories, research and data released this week on 529 plans and ABLE accounts:

• ISS Insights, “ISS Market Intelligence Releases Latest 529 Distribution Analysis Report.” Editor’s Take: Based on a new proprietary survey of advisers fielded in November 2020, the annual 529 Distribution Analysis Report provides actionable guidance on how to increase usage of 529 products and college financial planning in the adviser-sold, employer-sold and direct-sold channels. Click to learn more.
• AKF Consulting, “ABLE America 2020: States Capitalize on Opportunities for Success.” Editor’s Take: Powerful 13-page analysis on the ABLE industry from the perspective of three observations and three future considerations. Thank you Andrea and the AKF team for creating the analysis and sharing your insight. Read, learn, and share.
• SavingforCollege, “Joe Biden proposes to forgive student loans and make college free.” Editor’s Take: Thank you Mark Kantrowitz for outlining Joe Biden’s six proposals for student loan forgiveness. Get up to speed by reading and learning more.
• ABLE National Resource Center Webinar, “NY ABLE Spotlight.” Editor’s Take: On January 28, ABLE NRC and New York ABLE are hosting a webinar on the fundamentals of ABLE accounts. Click to register today.

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