Issue 346

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 News & Research

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

  • Municipal Securities Rulemaking Board (MSRB), “MSRB announces members of the 2024 advisory groups.” Editor’s Take: MSRB has created two advisory groups for the FY 2024 to further cultivate a collaborative environment with market participants through scheduled meetings throughout the year. Members for the two advisory groups has been announced in the link, and congrats to MSRB and its FY 2024 volunteers.
  • SavingforCollege, “Tax-Free 529 to Roth IRA Transfers are Here, But Questions Remain.” Editor’s Take: Thank you Chris Stack for writing and sharing this in-depth analysis about the limitations, interpretations and considerations for making this type of transition. Always insightful and thought provoking, and so I do suggestion reading and bookmarking the article.
    • 529 Insiders, “Status Board: State Income Tax Treatment on 529 Distributions to Roth IRAs.” Editor’s Take: This article will be updated over time as more information is received and incorporated. Current status board in the link.
  • Youtube (Morningstar), “The Best 529 Plans for 2024.” Editor’s Take: Hyunmin Kim, Manager Research Analyst with Morningstar Research Services, was interviewed in this 10-minute video on how to choose a 529 plan, investment line-ups and 529 ratings. Thank you Hyunmin for creating the video, for presenting at the 529 Conference 2023 (photo from the panel here), and for raising awareness and understanding of 529s and the importance of saving and saving efficiently for education. Watch, learn and grow.
  • Commonwealth, “From the desk of Timothy Flacke.” Editor’s Take: Thank you commonwealth for positioning 529s as an opportunity for employers to “blaze new pathways for broad wealth creation.” Read the article to learn more.
  • 529 Insiders, “3Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 3Q 2023 (September 30, 2023)? Click the link to learn more.
ABLE News & Research

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

  • Synchrony, “Financial tips and resources for disabled entrepreneurs.” Editor’s Take: Thank you Brynne Conroy for writing and sharing this article, and for incorporating ABLE into the publication. Please read, learn the insightful strategy, and share.
  • ABLE Today, “Intro and The Beck Sisters.” Editor’s Take: Congrats to ABLE Today for creating and sharing episode 1 of this weekly webinar series with Sara Hart Weir and Mark Raymond Jr. Looking forward to the energy, awareness and insight that the webinar series bring to ABLE and its stakeholders. Have a look and listen today!
  • 529 Insiders, “3Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 3Q 2023 (September 30, 2023)? Click the link to learn more.
Events: 529 Conference 2024

Please save the date for 529 Conference 2024

  • Dates: September 30, 2024 – October 2, 2024
  • Location: Ritz-Carlton Orlando, Grande Lakes, Florida
  • Welcome Reception: Sunday, September 29, 2024
  • 529 Essentials Seminar: Monday, September 30, 2024
Webinars by ISS Market Intelligence

Please save the date for our next webinar on 529 Day 2024.

  • Date: May 29, 2024
  • Time: 11am-11:45am EST
  • Location: Virtual; Online registration coming soon
  • Title: 529 Day 2024 – Top Trends in 529 & ABLE
Liked this newsletter?

Forward it over to a friend, or click “reply” anytime to connect and share thoughts on the 529 and ABLE market.

January 19th, 2024
Contact Us
EDITORIAL: Paul Curley
Advertising: Paul Curley
Subscribe to 529 Dash

BrightScope   |   Investor Economics   |   Market Metrics   |   Matrix Solutions   |   Plan For Life   |   Simfund

702 King Farm Boulevard, Suite 400, Rockville, MD 20850  |  +1 212-217-6884  |

To learn about ISS Market Intelligence CLICK HERE .