Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions 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
Editor-in-Chief of 529 Dash
Director of Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

Here is what you need to know from stories, research and data released this week:

  • Edelman Financial Services, “Should we continue contributing to 529 plans for our twins?” Editor's Take: The article features an 8-minute question and answer podcast between Ric Edelman and a listener of his program on college financial planning and 529 plans.
  • InvestmentNews, “College costs can sink parents, too.” Editor's Take: The article highlights how college financial planning is a retirement issue. Read the article to learn more.
  • Kiplinger, “The best college savings strategy to use.” Editor's Take: Paul Sydlansky, CFP, provides an overview of his college financial planning strategies.
  • Manning & Napier, “3 ways to effectively use grandparent-owned 529 plans.” Editor's Take: Learn more about intergenerational wealth planning with 529 plans and college financial planning in a 529 Dash webcast here.

Data: 4Q 2018 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • Enable Savings Plan, “Possibilities.” Editor's Take: Thank you First National Bank of Omaha for releasing this quarterly newsletter on ABLE accounts. The Spring 2019 issue features a tax reform refresher, question and answer article, and insights into the program from Nebraska State Treasurer John Murante.
  • Consumer Reports, “ABLE Accounts Can Help People With Disabilities Save Tax-Free.” Editor's Take: Thank you Penny Wang for helping to build awareness and understanding of ABLE accounts, and for quoting me in the article.
  • Legal Examiner, “3 financial planning tools for people with special needs.” Editor's Take: An educational article on special needs planning. Read the article to learn more.
  • Duncan Banner, “Couple closes deal on first home, thanks to specialized savings account.” Editor's Take: The article highlights the important impact ABLE accounts have on accountowners and families.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Registration is now open, and early bird registration rates now available until June 21, 2019

Agenda Update:

  • Topaz Morrison, AVP, Product Management, LPL Financial, has been confirmed as a speaker on the “National Broker-Dealer’s View on Marketing and Distribution Strategies” panel.

Read more
 
April 15th, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.