Editor's Picks

Issue 274:
– 529 News & Research
– ABLE News & Research
– Research: 529 Distribution Analysis 2021 Report Released
– 529 Conference 2022: Save the Date

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, 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 529 & ABLE Research
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

529 News & Research
  • 529 Insiders, “3Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of September 30, 2021? Click the link to learn more.
  • Kiplinger, “Planning for your child’s financial future.” Editor’s Take: Kiplinger contributing editor and NFL Atlanta Falcons linebacker Brandon Copeland provides an overview of steps new parents can make to get started on the right step. While this video is broad in nature, this video here by Morningstar provides families with insights on how to select the best 529 plan.
  • Ohio’s 529 Plan, CollegeAdvantage, “2021 holiday gifting message from Ohio’s 529 Plan, CollegeAdvantage.” Editor’s Take: Thank you Tim Gorrell, Executive Director of Ohio’s 529 Plan, for sharing tips and important messages on 529 gifting, the launch of the READYSAVE app, and tips on how to create momentum in growing a college savings fund through life events over time. Click the link to learn more.
  • Ignites (subscription required), “Meme stocks, loan pause: The year of the young investor.” Editor’s Take: Thank you Brian Ponte and Ignites for sourcing ISS Market Intelligence and quoting Paul Curley in this article. A congruence of trends including student loan debt repayment moratoriums have increased the savings rates by young families for emergency and college funds. Click the link to learn more if you subscribe to Ignites.
ABLE News & Research

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

  • CalABLE Quarterly, “January 2022.” Editor’s Take: This quarter’s newsletter from CalABLE highlights an update from the director, a market data update, IRS Tax Tips, insights on how to make your voice heard, a list of frequently asked questions, what to watch and more. Read, learn and share.
  • Disability Scoop, “IRS raises limit for ABLE accounts.” Editor’s Take: Thank you for highlighting in increase in ABLE annual contribution limit from $15,000 to $16,000, and thank you for sourcing ISS Market Intelligence in the article. Read to learn more.
  • Mom Autism Money, “Episode 10: ABLE Account Updates & Season Finale.” Editor’s Take: In the final episode of season one of the Mom Autism Money podcast by Brynne Conroy of Femme Frugality and Joyce Zahariadis of My Stay at Home AdventuresPaul Curley of ISS Market Intelligence joins to discuss the latest news on ABLE account legislation and discuss listener questions. Also, Joyce and Brynne provides a highlight reel of the rest of season one and what to expect in season Two that starts in February 2022. Please listen, learn, subscribe and share, and thank you Brynne and Joyce for the opportunity.
  • 529 Insiders, “3Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of September 30, 2021? Click the link to learn more.
  • ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of January 7, 2022, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 72 cosponsors
Research: 529 Distribution Analysis 2021 Report Released

Based on a new proprietary survey of advisers fielded in October 2021, this annual study by ISS Market Intelligence provides actionable guidance on how to increase usage of 529 plans and education financial planning from a legislative, product, marketing and distribution perspective. Please click the link and fill out the request more information form to learn more about how to subscribe to the report.

Read more
Events: 529 Conference 2022 - Save the Date

Save the Date: 529 Conference 2022 will be held from September 12-14, 2022, at the Ritz-Carlton Orlando, Grande Lakes.

Sessions:

  • 529 Conference: A highly interactive and educational industry gathering with the entire education financial planning ecosystem.
  • 529 Essentials: A session to train professionals on 529 plans and education financial planning in a constantly evolving market.
  • ABLE Summit: A session to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.
 
January 10th, 2022
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EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
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