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:

  • U.S. House Ways and Means Committee, “Ways & Means Committee Passes Landmark Retirement Legislation.” Editor's Take: The SECURE Act includes four 529 provisions including the expansion of 529 qualified expenses to tuition for apprenticeship programs, K-12 homeschool expenses and student loans, and expansion of qualified expenses from K-12 tuition to related expenses such as fees, tutoring, books, supplies and equipment. If passed as is, the current effective date would be after December 31, 2018. Read the text of the bill here to learn more.
  • Boston Business Journal, “Tech startup CollegeVine raises $24M, eyes employee benefits market.” Editor's Take: Interesting storyline on the front lines of college planning, and look forward to learning more about CollegeVine.

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:

  • Morning Consult, “Expanding the ABLE act will help those who need it most.” Editor's Take: Thank you Treasurer Frerichs for highlighting the importance of ABLE, and the ABLE Age Adjustment Act.
  • Autism Speaks, “Autism awareness month.” Editor's Take: Thank you Autism Speaks for all that you do to build awareness of Autism and ABLE accounts.
  • The Columbian, “ABLE Savings Plan helping those with disabilities save.” Editor's Take: Insightful article that includes both the administrators and users perspective.
  • Kori at Home, “How to start saving for your teenager’s future as a special needs parent.” Editor's Take: Informative conversation on how to get started.
  • Twitter, “Tweets. Media.” Editor's Take: This section provides links to live photos and videos posted over the past week by ABLE program managers and community leadership organizations, and this week includes a post on Washington ABLE and by ABLE New Mexico. Thank you for building awareness through outreach which will continue to help more families to successfully use ABLE accounts.

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

Updates:

  • The online agenda has been posted with session titles, timeslots and descriptions. Click below to learn more.
  • 529 Insiders, “529 Conference 2019: Print Ad.” Editor's Take: Check out the 1-page print ad for the 529 Conference 2019. It will be included in some of the upcoming Strategic Insight media brand publications, and a special thank you to the Strategic Insight design and conference team for creating.

Read more
 
April 8th, 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.