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Editor's Picks
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Issue 220:
– News & Research
– ABLE Act Column
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
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News & Research: Article Round-Up
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Here is what you need to know from stories, research and data released this week:
- Northeast Ohio Parent, “Podcast Episode 52: Saving for College.” Editor’s Take: Tim Gorrell, Executive Director of Ohio’s 529 Plan CollegeAdvantage, provides a 30-minute conversational podcast with Northeast Ohio Parent on his talking points on college financial planning questions such as what if your child does not go to college, what if they receive a scholarship and more. Listen, learn and grow.
- Plansponsor, “PSNC 2020: Addressing employees’ student loan debt.” Editor’s Take: The article provides a round-up of three views on how and why employers help employees with college financial planning. Read to learn more.
- MNice Investor, “Don’t lose your head – Your 529 plan & market risk / 4 things to do to prepare for down markets.” Editor’s Take: Mark Struthers, CFP, CFA, provides his talking points on working with clients to and through market volatility in 2020 in western Minneapolis. Thank you Mark in Minnesota for your insight in the article, and as a presenter at the 529 Conference 2017. We appreciate all that you do to help families, and please read to learn more.
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ABLE Act Column
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ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.
News, Research, Data & Resources:
- City Sentinel, “Savings and Oklahomans with a disability: Before OKSTABLE vs. Life with OKSTABLE accounts.” Editor’s Take: Thank you STABLE and Doug Jackson for raising awareness and usage of ABLE accounts, and much appreciated. Read to learn about the interesting article comparing the two scenarios.
- ABLE Summit 2020, “Event Hub.” Editor’s Take: ABLE Summit 2020 attendees can view recording of the sessions on demand using the link to the Event Hub. Watch, listen and learn, and thank you for the support.
- 529 & ABLE Monthly Webinar Series, “October Webinar by Paul Curley.” Editor’s Take: The monthly webinar in October will include ABLE market data updates and industry announcements. Register today to keep up to date in this month’s webinar.
- 529 Insiders, “2Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 2Q 2020? Click the link to learn more.
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