Issue 275:
– 529 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

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

• AKF Consulting, “A state-run retirement program would have made my life easier as a small business owner.” Editor’s Take: Thank you Andrea Feirstein for creating and sharing your insight on this topic. Read her perspective, learn, and grow.
• YouTube by Guaranteed Education Trust (GET) – Washington’s 529 Prepaid Tuition Plan, “Don’t borrow your children’s future. Build it.” Editor’s Take: Thank you GET for creating and sharing this video with an important message to take control of your future by creating it with a 529 plan. Watch, learn and share.
• John Hancock Investment Management, “Can grandparents gift to a 529 account?” Editor’s Take: This article highlights how the financial aid impact of grandparent-owned 529 assets is soon expiring. Also, the article provides an update on the annual and lifetime gift tax exclusion. Read this article by John Hancock and the one here by Benefit Financial Services Group to learn more about this FAFSA update.  
• 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.

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, education financial planning, and ABLE accounts 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.

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.

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