Editor's Picks

Issue 235:
– News & Research

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals 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
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

529 & ABLE Act Column

Here is what you need to know from stories, research and data released this week on 529 plans and ABLE accounts:

  • ISS Market Intelligence, “Education Planning with 529 Plans” Webinar Replay from January 27, 2021. Editor’s Take: Watch the replay of January’s monthly educational webinar on tax and inter-generational wealth planning. Joseph Friedman, CFP, and Rob Tirrell, 529 Specialists at Principal for the Scholar’s Edge 529 Plan provided education and product training on 529 plans, shared best practices and debunked common savings myths. Watch, learn and grow.
  • SavingforCollege.com, “How FAFSA simplification will change financial aid eligibility.” Editor’s Take: Thank you Mark Kantrowitz for writing and sharing this timely article. I suggest that 529 Dash subscribers read the article to learn and get up to speed on the current state of FAFSA simplification, and bookmark for future reference as well as how FAFSA simplification gets implemented will ultimately determine the impact of the change in policy. That being said, the article does a great job of outlining the current understood interpretation of the FAFSA simplification process.
  • ABLE United, “Q&A with a financial professional.” Editor’s Take: Read the article for an update on ABLE and ABLE United from a financial professional’s perspective, and read the ABLE United article here for the ABLE account owner’s perspective. Also, ABLE United is hosting an upcoming roundtable webinar on February 18th here.
  • Rooted Planning Group Podcast, “Prepay college tuition with a Private College 529 Plan.” Editor’s Take: Thank you Rooted Planning Group and Jonathan Sparling for providing discussion on college financial planning from the 529 prepaid plan provider perspective. Listen, learn and grow with this educational content.
February 1st, 2021
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