Issue 312

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
Associate Director
529 & ABLE Solutions, 
ISS Market Intelligence
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • 529 Insiders, “State by State Overview of Potential 529 Plan State Tax Benefits on Contributions.” Editor’s Take: The status board was updated to reflect the change in categorization of Ohio from in-state tax benefit to tax parity state, and click the link to review the two sources as well. Also, the status board was updated to reflect three additional confirming sources for Delaware. Click the link to review the current status board.
  • List of articles below covering the 529 and ABLE provisions in SECURE 2.0 to learn more and to bookmark for future reference: 
    • Financial Advisor Magazine, “A Look At Tax Savings, 529 Plan Roth Rollovers, Other Goodies In SECURE 2.0”
    • The FI Tax Guy, “SECURE 2.0 and the FI community.”
    • Ed Slott and Company, “Top Takeaways From SECURE 2.0 For 2023”
    • CNBC, “Families can make a tax-free rollover from 529 plans to Roth individual retirement accounts starting in 2024”
    • NASDAQ/Money, “Save for College or Retirement? New 529 Rule Makes It Easier to Help Your Kid Do Both”
    • PLANADVISER, “529s and ABLE Accounts Both Get a Boost from SECURE 2.0”
  • ISS Market Intelligence, “2022 529 Distribution Analysis Released.” Editor’s Take: Based on a new proprietary survey of advisers fielded in October 2022 and released in December 2022, this study by ISS Market Intelligence provides 529 product providers and distributors with actionable guidance on how to enhance their 529 product, marketing and distribution strategies to better align with the needs of advisers, their home offices and their clients. Click the link to request a table of contents and how to purchase to the report.
January 17th, 2023
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