Editor's Picks

Issue 283:
– News & Research
– 529 Conference 2022: October 17-19, 2022

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, 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

529 & ABLE News & Research

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

  • Federal Reserve Bank of New York, “The state of low-income America: Credit Access & Debt Payment, March 2022.” Editor’s Take: The 12-page white paper reports interesting demographic data on student loan borrowers and the $1.58 trillion in student loans as of 4Q 2021. While student loan debt is prevalent across household income levels per the March 2022 report, other forms of debt and credit are not. Read to learn more about the importance of education financial planning across the income spectrum. Also, read here about student loan repayment trends during the Pandemic Forbearance. As the level of student loan debt grows, so does the importance of education financial planning.
  • Penny Hoarder, “Will this help me save money on Federal income taxes?” Editor’s Take: Thank you Brynne Conroy for helping to get the message out about the importance of ABLE accounts. Also, thank you for providing an update on the ABLE Age Adjustment Act in your March Money News here. Read both articles to learn more about ABLE accounts.
  • LoneStar 529 Plan, “Updates to your Plan.” Editor’s Take: In March 2022, LoneStar 529 Plan implemented a number of changes to its program. Click the link to read the 14-page overview.
Events: 529 Conference 2022 - Save the Date

Save the Date: 529 Conference 2022 will be held from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.

Updates: 

  • Date: The new date for the event is October 17-19, 2022.  
  • Venue: The new venue for the live in-person event in Orlando is now The Ritz-Carlton Orlando,Grande Lakes, Florida, USA.
  • Website: 529Conference.com has been updated to reflect 2022 dates, location, overview, key themes, and sponsors tab.
 
April 4th, 2022
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising: Paul Curley
paul.curley@issmarketintelligence.com
   
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