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:

  • 529 Insiders, “4Q 2019 529 and ABLE Market Sizing Highlights.” Editor's Take: Here is the latest 529 and ABLE market data that can be used by the media and other organizations.
  • TD Ameritrade, “Education spending Is the No. 1 financial disruptor among Americans.” Editor's Take: College financial planning is the number one issue for families. Help your clients and employees throughout the college financial planning process to ensure their top issues are covered, or you will lose clients and employees to your competitors. Have the discussion with your clients and employees today, while they still listen to you.
  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor's Take: The status board was updated to reflect several new changes in categorization this week. Click the link to review the updated status board.

ABLE Act Column

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

News, Research, Data & Resources:

  • 529 Insiders , “4Q 2019 529 and ABLE Market Sizing Highlights.” Editor's Take: Here is the latest 529 and ABLE market data that can be used by the media and other organizations.
  • YouTube by Videos at The Arc of NoVa, “Special Needs Trusts and ABLE Accounts.” Editor's Take: This two-hour educational and training video provides a thorough overview of trending and important topic of discussion, and thank you for creating and sharing. Click to learn more.
  • The Hill, “Celebrating and expanding upon five years of the ABLE Act.” Editor's Take: Thank you The Hill and NAST for gathering energy and focus around ABLE.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you NAST, Andrea Feirstein, Oregon Treasurer Tobias Reed, Mary Morris of ABLEnow and CalABLE for helping to build awareness and understanding of ABLE accounts.

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.


  • 529 Conference 2020 button logo has been created and added to the list of ISS Media events in 2020. Check out the website to see the 529 Conference 2020 “road block” as well. Looking forward to the event, and see you there!
  • Registration is now open, and there is an early bird rate available now through June 19, 2020

Read more
February 18th, 2020
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EDITORIAL: Paul Curley
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