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Editor's Picks
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Issue 258:
– 529 & ABLE News & Research
– 529 Conference 2021
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 college 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
Director of 529 & ABLE Research
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC
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News & Research: Article Round-Up
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Here is what you need to know from stories, research and data released this week:
- 529 Insiders, “2Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 2Q 2021? Click to learn more.
- Boston College Center for Retirement Research, “Did the stimulus checks help people with unexpected expenses?” Editor’s Take: The brief provides an educational overview of why 529 and ABLE gross sales are increasing, and an overview of some factors that are impacting some family’s saving habits, household debt levels, and liquidity for emergencies. Read to learn more.
- ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of August 6, 2021, the bill sponsorship was as follows:
- Senate (S331): 1 sponsor and 12 cosponsors
- Congress Sponsorship (HR1219): 1 sponsor and 64 cosponsors
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Events: 529 Conference 2021
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What & Why: The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem to ensure product training, insight and networking across the 529 and ABLE community.
When: November 2-4, 2021
- 529 Essentials: November 2
- 529 Conference: November 3 and 4
- ABLE Summit: November 4
Where: Ritz-Carlton Orlando Grade Lakes, Florida, U.S.
How: Registration now open here. Early bird registration rate available through August 31, 2021.
Updates:
- Agenda:
- Devin McCarthy, Managing Director, Nasdaq Fund Network, has been confirmed as moderator of the “Product Strategy, Trends and Outlook” panel.
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