Editor's Picks

– News & Research
– Data
– ABLE Act Column

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 education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor's Take: Which states have passed, have not passed and will or will not pass enabling legislation to include student loans and apprenticeships as 529 qualified expenses for state tax purposes?
  • Federal Reserve Bank of St. Louis, “Is college still worth it? The new calculus of falling returns.” Editor's Take: Interesting data centric take on the impact of education on income and wealth. In short, higher levels of education are correlated with higher levels of income, but the correlation is less clear with wealth. Solid read for a deep philosophical view on education and personal finance.
  • ISS Market Intelligence, “529 Distribution Analysis 2019 Report.” Editor's Take: This subscription-based report provides actionable guidance, proof points and benchmarks on how advisors retain and grow their book of clients with college financial planning and 529 plans based on a new proprietary survey of advisers fielded in November 2019. The report also provides advisor insight on the SECURE Act's 529 provisions, the recent expansion of qualified distributions to K-12 and advisor support in demand. Click the link to request more information.

Data: 3Q 2019 529 & ABLE Market Sizing Update

Here is the latest 529 and ABLE market data that can be used by the media and other organizations.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • YouTube, “Sunday Morning – ABLE Accounts.” Editor's Take: Suzanne Himes, financial advisor at Asset Planning Corporation, provides an overview on ABLE accounts on a morning regional television show. Thank you for raising the awareness and understanding of ABLE accounts.
  • YouTube by the ABLE National Resource Center, “Celebrating the fifth anniversary of ABLE with ABLE JeoPARODY.” Editor's Take: This is a fun and educational video by the ABLE NRC, and thank you Michael Morris for creating and sharing. Fun video, and test out your knowledge as well. Click to learn more.
  • CNBC, “How ABLE accounts are changing the lives of the disabled.” Editor's Take: Great video by a leading media outlet and publication on ABLE accounts. Thank you for creating and sharing.

Quote of the Week

“529s are a great tool and my client base is now starting to think about these issues.”
Wirehouse financial adviser with 11 to 15 years of experience in Texas; Source: ISS 529 Distribution Analysis 2019

January 21st, 2020
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