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:

  • J.P. Morgan, “College Planning Essentials.” Editor's Take: Thank you J.P.Morgan and Tricia Scarlata for creating and sharing this flip book filled with information on and insight on college financial planning, financial aid and, yes, 529s plans. Click, bookmark, read and share.
  • MEFA, “Defining assets on financial aid applications.” Editor's Take: Timely reminder and refresher as we approach the FAFSA season and year-end tax planning season. Read, learn and grow.
  • Recruiter's Corner, “Portfolio Management Associate.” Editor's Take: Morgan Stanley is seeking to hire a portfolio management associate based in and working out of the Manchester, New Hampshire office. Click the link to learn more, and thank you Diane for brining this opportunity to my attention to share.

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:

  • Webinar by ABLE National Resource Center, “Celebrating the Fifth Anniversary of ABLE with ABLE JeoPARODY.” Editor's Take: Thank you Michael Morris and ABLE NRC for your leadership. Click the link to register.
  • Twitter by CNBC's on the Money, “Tax tips.” Editor's Take: Thank you Sharon Epperson for raising awareness, prioritization and usage of ABLE accounts. Click the article to check out her video.

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 9th, 2019
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