– 529 Insiders Article of the Week
– 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, accountants and estate planners who sell and service families and institutions in the college financial planning process by providing industry relevant news, product training and best practices.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of College Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

2Q 2018 Strategic Insight 529 and ABLE Data Highlights

• Here is the latest market data by Strategic Insight that can be used by the media and other organizations, and contact Strategic Insight for more information and commentary on its proprietary data, research, events and digital publications.

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

• Accounting Today, “5 top tax reform opportunities for individuals.” Editor's Take: Education financial planning made the list, and you can learn more here about which states have passed, have not passed and will not pass enabling legislation to include K-12 tuition as a 529 qualified expense for state tax purposes.
• Sallie Mae, “How America saves for college 2018.” Editor's Take: Filled with data and statistics relating to college financial planning. Have a look.
• The Five Journeys, “6 personal finance lessons from Mr. Rogers.” Editor's Take: To my friends at CSPN who also read this newsletter, this article helps us to frame why partnering with Fred Rogers Productions to raise awareness of college financial planning is a smart choice.

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

• Bringing the Sunshine, “Let’s talk about the future: ABLEnow”
• CNN, “Senators: Do more to help disabled Americans gain employment”
• 529 Insiders, “2Q 2018 Strategic Insight 529 and ABLE Data Highlights”

Events: Strategic Insight ABLE Summit 2018 will be held on September 26, 2018, at the JW Marriott Orlando, Grande Lakes. Register here.

When: September 24-26, 2018
Where: JW Marriott Orlando, Grande Lakes
What: A highly interactive and educational industry gathering with the entire college financial planning ecosystem.
How: Register here.

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