Editor's Picks

– 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
Twitter: @PaulCurleyBC

529 Insiders Article of the Week

529 College Savings Plans Reach New Highs

  • The second quarter of 2018 marked another high point for 529 plans.

Read more
News & Research: Article Round-Up

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

  • 16% of millennials are losing sleep over education costs. Editor's Take: There is increasing levels of demand for college financial planning.
  • 53% of millennials report that student loan debt is negatively impacting their long-term future. Editor's Take: Save now, or pay back even more later with interest.
  • Dave Ramsey, “30 expenses every 30-something can relate to.” Editor's Take: Thank you Dave for highlighting the importance of creating a college fund for children and grandchildren, and the importance of continuing education. 529s can help your clients with both goals, and have the college financial planning conversation with your clients today.
  • Last Week's Most Read Article: Sallie Mae, “How America saves for college 2018.” Editor's Take: Filled with data and statistics relating to college financial planning. Have a look.

Data: 2Q 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:

  • Webcast, “Saving tax-free with ABLE United.” Editor's Take: The live presentation provides an overview of ABLE accounts, and its newest feature of rolling over 529 assets to ABLE accounts.
  • 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.
Agenda Update:

  • Stuart Spielman, Esq., Senior Vice President, Advocacy, Autism Speaks, has been confirmed as a speaker on the “ABLE Outlook: Challenges & Opportunities” panel.
  • Carrie Fisher Stone, Deputy Executive Director, CalABLE, has been confirmed as a speaker on the “ABLE Outlook: Challenges & Opportunities” panel.

Events: SI 529 Conference 2018

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.

Agenda Updates:

  • Julia White MacMillan, Senior Vice President, Business Development, Upromise, Inc., has been confirmed as moderator of the “Direct-Sold Marketing Strategies” panel.

Read more
August 27th, 2018
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