529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash is to help institutions and financial professionals who help families and employers in the education financial planning process by creating and sharing industry relevant news, product training, market data and best practices, while also building awareness and understanding of the importance of 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Research
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• The Money Guy (YouTube Video), “The Best way to use extra 529 funds.” Editor’s Take: This video walks through the thought process of what to do with unused 529 assets, such as for graduate school, student loans or funding a Roth IRA. Separately, this video here by Cortburg Retirement Advisors provides an introduction to 529 plans, which shows how advisors can use 529s to grow and protect their book of business. Watch, learn and grow.
• Plansponsor, “529 Tuition Savings Plans Hit Net Inflows of $3.1B at End of 2024.” Editor’s Take: This article highlights 529 and ABLE market sizing as of December 31, 2024 and recent market trends. Read to learn more about the 529 and ABLE landscape as of 2024.
• my529, “Utah Commissioner of Higher Ed names new my529 executive director.” Editor’s Take: Congrats to my529, Mark Cain, and Richard Ellis, and read the press release to learn more about product developments for the plan over the past five years. 529s have improved over the past five years, and looking forward to what the next five brings for my529 and the 529 industry.
• Ohio 529, CollegeAdvantage, “Teaching your family healthy money habits.” Editor’s Take: Finding ways to engage your children or client’s children on financial education planning is an important step in creating positive money habits. This article provides a list of board games, books, videos and more on how to accomplish this goal. In the meantime, nice to go through the list of 53 board games as we reach the tail end (hopefully) of winter. Learn, grow and share.
• 529 Insiders, “4Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of December 31, 2024.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions

Please Save the Dates for 529 Conference 2025 by ISS Market Intelligence:

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Sunday, September 28: Welcome Reception
• Monday, September 29: Day 1 – 529 Essentials Seminar
• Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
• Wednesday, October 1: Day 3 – 529 Conference Final Day of Panels, Presentations & Roundtables
• Updates:
  • 529 Conference 2025 website has been updated with a new About page, Sponsors page and header.
  • Thank you Capital Group for the Tuesday Lunch Sponsorship
  • Thank you Flywire for the Networking Refreshment Break Sponsorship

Please forward it over to a friend to subscribe using the link here, or click “reply” anytime to connect to share feedback, thoughts, and ideas on the newsletter or industry trends. In the meantime, hope your 2025 is off to a happy, healthy and successful start.