Editor's Picks

– News & Research
– Data
– ABLE Act Column

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:

  • ISS Market Intelligence, “Retirement products increase college financial planning market share.” Editor's Take: 529 college investment plans remain the vehicle most strongly associated with college financial planning, and for good reasons. Despite that, other structures, including retirement products, play an important role in the college savings markets. Read the article to learn more.
  • Choose FI, “Hacking The FAFSA.” Editor's Take: Several good tips on college financial planning, including openning and funding a 529 plans. Click to read more.
  • YouTube by Pure Financial Advisors, “How to Save for College | Comparing Education Savings Plans.” Editor's Take: The video provides an example of how an advisor is leveraging college financial planning and 529s to grow their book of business. Click the video to gather ideas as well.

Data: 3Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data 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:

  • Business Insider, “As a mom to a disabled daughter, there are 4 new ways I'm handling my money.” Editor's Take: Thank you Brynne Conroy for creating and sharing your insight in this article, and for raising awareness and understanding of ABLE accounts. Read the article to learn more.
  • YouTube by Claudia Pringles, an attorney in Vermont, “Special needs planning for your peace of mind.” Editor's Take: The video provides an example of how an attorney is leveraging special needs planning and ABLE accounts to grow their book of business. Click the video to gather ideas as well.

Events: 529 Conference 2020

Save the Date: 529 Conference 2020 will be held from September 24-26, 2020, at the Ritz-Carlton Orlando, Grande Lakes. Sessions:

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

December 2nd, 2019
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