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 College 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 College Savings Plans by State.” Editor's Take: Based on feedback, we have created and published a list of 529 college savings plans by state. Next we plan to create and publish a list of 529 prepaid plans by state.
  • Forbes, “Here's how this 50-year-old retiree super-saved without becoming a minimalist.” Editor's Take: The end of the personal story in the article provides an example of how 529 plans can help mid-career employees accelerate current career or pivot into new careers by going back to school with savings from 529 plans. Read the article to learn more.
  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor's Take: The status board was updated to reflect two 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:

  • ABLE National Resource Center, “The ABLE employer toolkit.” Editor's Take: Thank you Michael Morris and ABLE NRC for creating and sharing this importance toolkit, and also thank you for creating the recently released 26-page report titled, “Financial Inequality: Disability, Race and Poverty in America.”
  • Wheelchair Travel, “People with disabilities can save for the future with ABLEnow.” Editor's Take: The ambassador's story helps to better understand the end-user's perspective on ABLE accounts, and read the article to learn more.
  • YouTube, “The road ahead: 529A ABLE Account.” Editor's Take: Elder Law Attorney Richard Tizzano and BKAT presenter Mary Coupland provide an overview of ABLE accounts. Thank you Richard and Mary for creating and sharing as a means 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.

Updates:

  • 529 Conference 2020 website now includes the new event banners on the top and right of the event website. Thank you ISS Media design and ad ops team for creating and launching the banners.

Read more
 
February 3rd, 2020
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising:Austin Ulep
austin.ulep@issmarketintelligence.com
   
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