529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash is to help institutions and financial professionals who help families and employers in the education financial planning process by creating and sharing industry relevant news, product training, market data and best practices, while also building awareness and understanding of the importance of 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Associate Director
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:

• Catalis, “Catalis launches innovative prepaid debit cards for the Mississippi Affordable College Savings Program.” Editor’s Take: Congrats to Intuition College Savings Solutions, a division of Catalis, on the launch of this important product enhancement that will make the 529 distribution and reporting process more user friendly. Great news, and click the link to learn more. 
• Bankrate, “529 vs. UTMA/UGMA: What are the differences and which is better?” Editor’s Take: Read this educational article to learn more about a common education financial planning question, and congrats to Steve Jobe of Vestwell on the quote in the article. Click the link to learn more, bookmark and share.
• 529 Insiders, “4Q 2022 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 4Q 2022 (December 31, 2022)? Click the link to learn more.

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

• Social Security Administration, “Spotlight on ABLE — 2023 Edition.” Editor’s take: This website includes a number of important facts and notes, including a section on treatment of ABLE under Federal Means-Tested programs, resources and frequently asked questions. Visit the list, bookmark and visit as questions arise. Another resource is the IRS Publication 907 on tax highlights for persons with disabilities for use in preparing 2022 returns. Both provide a wealth of information.
• St. Louis Arc (YouTube Video), “Save with Missouri ABLE accounts workshop.” Editor’s Take: Missouri State Treasurer Scott Fitzpatrick’s Office provides an overview of ABLE benefits, eligibility, enrollment process and more. Watch, learn and share.
• 529 Insiders, “4Q 2022 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 4Q 2022 (December 31, 2022)? Click the link to learn more.

• 2023 Save the Date: 529 Conference 2023 will be held from September 19-21, 2023, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA. Please save the date and look here to view announcements as released.
• Registration now open here.
• Event Website
• Agenda Updates:
  • Chris Stack, Esq., Managing Consultant, Savingforcollege.com, has been confirmed as presenter of the “529 Primer” and “Comparing College Savings Vehicles: How do 529s Stack Up?” 529 Essentials sessions.
  • Julie Shields-Rutyna, Director of College Planning, Education, and Training, MEFA, and Stacey MacPhetres, Senior Director, Education Finance, Bright Horizons College Coach, have been confirmed as presenters of the “Financial Aid” 529 Essentials session.

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