Editor's Picks

– News & Research
– ABLE Act 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 college financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • 529 Insiders, “List of 529 Prepaid Plans by State or Consortium.” Editor's Take: Based on feedback, we have created and published a list of 529 prepaid plans by state or consortium.
  • Market Watch, “This is the best family member to create a 529 college-savings plan for your child-and it's not you.” Editor's Take: Thank you Ali Malito for raising the awareness and understanding of 529s and college financial planning, and thank you Andrea Feirstein for your insight in the article via your quote. Read the article for their perspective on who should be the 529 accountowner.
  • Budgets are $exy, “4 great ways to spread investments around.” Editor's Take: Thank you J Money for sharing the 529 “building blocks” idea. As the world becomes more digital including assets, the physical tie in for the 529 beneficiaries is becoming increasingly more important to building positive money habits and financial literacy. Read the article to learn more about the idea, and I would urge 529 product providers and distributors to think about the concept and underlying principles, and potentially implement into reality.

ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • Webinar, “CalABLE 101.” Editor's Take: Thank you Dante Allen and Anne Osborne for presenting on plan features, account contribution limits, fees and more, and look forward to learning more. Click the link to learn more, and to register for the webinar. See you there.
  • Webinar by ABLE National Resource Center, “ABLE, the IRS and tax advantages – What you need to know.” Editor's Take: Thank you ABLE NRC, IRS and National Disability Institute for creating and sharing your insight on this webinar.
  • Video on Twitter by Amicus Planners, “What is the difference between an ABLE account and a special needs trust?” Editor's Take: Greg Maxwell, settlement planning attorney with Amicus Settlement Planners, provides a two-minute video explaining the difference, and check out the video to learn more.

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.

Updates:

  • Fun Activities section on the website now includes a Fun Run on September 25th and Sunrise Yoga on September 26
  • Registration is now open, and there is an early bird rate available now through June 19, 2020

Read more
Quote of the Week

“When setting up the account, it’s important for a successor to be named, for anyone,” said Paul Curley, director of college savings research at ISS Market Intelligence.”
Market Watch, “This is the best family member to create a 529 college-savings plan for your child-and it's not you”

 
February 10th, 2020
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising:Austin Ulep
austin.ulep@issmarketintelligence.com
   
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