Editor's Picks

– 529 Insiders
– News & Research
– Data
– ABLE Act Column
– State-Sponsored Retirement Savings 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 College Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

529 Insiders Article of the Week

529 Webcast Replay by Strategic Insight and OppenheimerFunds from December 4, 2018

  • The ABCs of Education Savings: Helping your Clients Create a Plan that Makes the Grade

Read more
News & Research: Article Round-Up

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

  • SavingforCollege.com, “Student loan deferment for active cancer treatment.” Editor's Take: Thank you Mark Kantrowitz for highlighting and explaining this enhancement to the education financial planning process. Read the article to learn more about the passed legislation that enacted this update.
  • Forbes, “The best financial holiday gift for your child's education planning.” Editor's Take: This holiday season, provide the gift of lifetime learning by making a contribution to a college fund, such as a 529 college savings plan, or choose gifts that promote learning, such as books or educational experiences. Not only will this help families in the budgeting process, but it will help families to save and save efficiently for life’s most important goal of education financial planning.

Data: 3Q 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:

  • IRS, “IRS reminds those with disabilities of new ABLE account benefits”
  • Companions on your Journey, “Two outa three ain't bad!” Editor's Take: Alex Baig, CFP, explains her perspective of how special needs financial planning provides advisors like her with an opportunity to help clients and protect their practice from automation and digitization of the advisory industry.
  • nTide, “nTIDE November 2018 jobs report: Modest increases indicate ongoing job growth for Americans with disabilities”
  • 529 Insiders, “3Q 2018 Strategic Insight 529 and ABLE Data Highlights.” Editor's Take: Based on the number of accounts and assets, ABLE plan growth is off to a fast start and they will continue to grow as legislative, product, marketing and distribution enhancements are implemented.

Events: Strategic Insight ABLE Summit 2019 will be held on September 25, 2019, at the Ritz-Carlton, Amelia Island, Florida, to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts. Please save the date, and thank you for the support.

State-Sponsored Retirement Savings Column

State-sponsored retirement savings plans are tax-advantaged retirement savings accounts offered through private sector companies and administered by states. News, Research, Data & Resources:

  • Georgetown Center for Retirement Research, “Work Hard. Save Easy. The OregonSaves Retirement Program is Off to a Promising Start.” Editor's Take: The OregonSaves program has launched, and growth is off to a fast start. The article includes charts and tables on success to date.
  • LA Times, “The state’s smart move to help Californians save for retirement.” Editor's Take: In November 2018, Calsavers launched its program. Congrats on the launch.

Events: SI 529 Conference 2019

Save the Date: Strategic Insight 529 Conference 2019 will be held from September 23-25, 2019, at the Ritz-Carlton, Amelia Island, Florida. Sessions:

  • 529 Conference: A highly interactive and educational industry gathering with the entire education financial planning ecosystem.
  • 529 Essentials: A pre-conference session to train professionals on 529 plans and education financial planning in a constantly evolving market.
  • ABLE Summit: A post-conference session to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.

 
December 10th, 2018
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.