Editor's Picks

Issue 233:
– Monthly Webinar Series
– News & Research

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals 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
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

Monthly Webinar Series
Education Planning with 529 Plans
Generational Wealth Transfer and Empowering Future Generations (January 27, 2021)

Starting off 2021, January’s webinar, sponsored by Principal Global Investors, will provide an opportunity to earn continuing education credits by learning how 529 plans can be utilized to enhance your clients tax and inter-generational wealth planning strategy. Joseph Friedman, CFP, and Rob Tirrell, 529 Specialists at Principal for the Scholar’s Edge 529 Plan, will provide education and product training on 529 plans, share best practices, and debunk common savings myths.

The session will close with an interview and Q&A with Principal Financial Network on how education planning can help financial professionals broaden relationships with new and existing clients. 

Register today with the link below.

Read more
529 & ABLE Act Column

Here is what you need to know from stories, research and data released this week on 529 plans and ABLE accounts:

  • Municipal Securities Rulemaking Board (MSRB), “MSRB Announces Members of the 2021 Board Advisory Groups.” Editor’s Takes: Congrats to the members of the FY2021 advisory groups, and click the link to review your fellow industry participants represented in the group. Looking forward to a great year, and thank you to MSRB and my fellow advisory group members.
  • The College Investor, “Biden student loan forgiveness proposals.” Editor’s Take: Thank you Robert Farrington for your insight on the potential political implications on education financial planning in 2021 and going forward. Read, learn and grow, and thank you Robert! (photo 1, photo 2, and video 1 at 529 Conference 2019)
  • Morningstar, “Student loan employee benefits are now tax advantaged.” Editor’s Take: Thank you Gift of College, Wayne Weber and Morningstar for explaining how employers can help employees repay student loan debt tax free for the next five years. Read the article to learn more about the new provision for employers and employees, and keep up the great work Wayne!
  • Financial Planning, “Ex-Ameriprise advisor launches special-needs focused indie practice.” Editor’s Take: Thank you Toby Sallinger and Financial Planning for using and sourcing ISS Market Intelligence in the article, and for helping to build awareness and understanding of ABLE accounts.
January 19th, 2021
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EDITORIAL: Paul Curley
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