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
Director of Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Equity Planning Inc, “3 money-smart strategies for 529 college savings plans.” Editor's Take: Good summary of several college financial planning strategies. Read the article for a review.
  • Carson Wealth, “How a 529 college savings plan can help make summer dreams a reality.” Editor's Take: Thank you Joanna for creating and sharing this creative article on raising beneficiaries, college financial planning and the fundamental questions around 529 plans. Well written article, and read the article to learn more.
  • Recruiter's Corner, “Program and Regulatory Compliance Analyst, Tennessee Department of Treasury” and “Investments Risk and Compliance Analyst I, Tennessee Department of Treasury.” Editor's Take: The Tennessee Department of Treasury has an entry-level position open in its investment division and mid-level position in its Financial Empowerment division that oversees the day-to-day operations of the state's programs including the 529 plan. Both are in the Nashville office, and click the links for an overview of the roles.

Data: 2Q 2019 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:

  • Webinar on August 22, 2019, “The benefits of an ABLE account” by CJM Wealth Management and Ascensus. Editor's Take: Thank you for building awareness and understanding of ABLE accounts, and register for the webinar to learn more.
  • AUCD (Association of University Centers on Disabilities), “Disability policy news in brief.” Editor's Take: Thank you AUCD for focusing on the ABLE Age Adjustment Act. Read the article for an overview and update.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you ABLE New Mexico for helping to build awareness of 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: Register here.

Agenda Update:

  • Tarun Garg, CFA, Director, Head of College Savings, BlackRock, has been confirmed as a panelist on the “Product Strategy, Trends and Outlook” 529 Conference session.
  • Brock Jolly, Founder and Financial Advisor, The College Funding Coach, has been confirmed as a panelist on the “Business Building with 529s in the Adviser-Sold Channel” 529 Conference session.

Read more
August 19th, 2019
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