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:

  • Sure Dividend, “How to create intergenerational wealth.” Editor's Take: Timely topic, as WealthManagement.com also recently published an article here titled, “Five ways to familiarize yourself with your client’s family.” Learn more about intergenerational wealth planning with 529 plans and college financial planning in a 529 Dash webcast here.
  • NPR, “How To Calculate The Cost Of College: A Guide To Financial Aid Terms.” Editor's Take: With the release of financial aid awards letters taking place in April and May, the article provides a good review of terminology in preparation for your meetings with clients. Read to review.
  • Planadviser, “How to make 529 plan service pay off.” Editor's Take: The article covers how college financial planning helps advisers to grow and retain their book of business. Read the article to learn more.
  • Plansponsor, “Employer-provided student loan repayment programs have pros and cons.” Editor's Take: College financial planning employer benefits are on the rise. Read the article to learn about the trends, and what to watch out for in the evaluation process.

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:

  • IRS, “Retirement savings contributions credit (Saver’s Credit).” Editor's Take: The website provides an updated table of who is eligible for the Saver's Credit, and confirms that contributions to ABLE accounts up to certain limits are eligible starting in 2018. Read the article to learn more.
  • Columbus Dispatch, “State fund helps parents provide for their disabled children after mom and dad are gone.” Editor's Take: Thank you for providing insight into how ABLE accounts are helping families to save and save efficiently.
  • Penn Live, “U.S. Sen. Bob Casey pushing to raise eligibility age for ABLE accounts to 46.” Editor's Take: The ABLE Age Adjustment Act would increase the age of onset for eligible users from 26 years old to 46 years old, and therefore passage would be an important enhancement for families.
  • JD Supra, “ABLE account or special needs trust – Which one is best?” Editor's Take: The article reviews the pros and cons of this frequently asked question. Read the article to stay on top of the latest comparison.

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:

  • Mark Chapleau, Esq., Member, Chapleau|Wasserman LLC, has been confirmed as presenter of the “Federal Regulatory Framework” 529 Essentials session.
  • Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as presenter of the “Plan Governance & Administration Best Practices” 529 Essentials session.
  • Jamie Canup, Partner/Principal, Hirschler Fleischer, has been confirmed as presenter of the “Tax Benefits & Planning” 529 Essentials session.
  • Susie Bauer, 529/UIT Manager, Senior Vice President, Baird and Chair of SIFMA 529 Working Group, has been confirmed as moderator of the “Product Strategy, Trends and Outlook” 529 Conference session.

Read more
 
April 22nd, 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.