Editor's Picks

Issue 234:
– 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:

  • NASDAQ Trade Talks, “The NASDAQ Fund Network partners with BlackRock to provide much needed transparency into the advisor-sold 529 space.” Editor’s Take: Video discussion between Tarun Garg, CFA, of BlackRock and Jill Malandrino of NASDAQ on NASDAQ Fund Network partnering with BlackRock to improve transparency into the advisor-sold 529 industry. Watch to learn more, and congrats to Tarun, BlackRock and NASDAQ. I look forward to learning more about this important development.
  • FPA (Financial Planning Association), “How to think…about college planning in a pandemic.” Editor’s Take: The article provides financial professionals with the case for college planning, an update on current trends and an outlook on the landscape post-COVID. The article provides a comprehensive overview of issues and topics of discussion impacting the college financial planning landscape today and going forward, and shows where and how advisers can help their current and target clients through the college financial planning process. Read, learn and grow.
  • The College Solution, “New FAFSA changes – winners and losers.” Editor’s Take: The article includes an article and 45-minute video discussion between Lynn O’Shaughnessy and Mark Kantrowitz on upcoming FAFSA changes. Read, watch and learn, and thank you Lynn for presenting at a past 529 Conference (photo here).
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families. 
News, Research, Data & Resources:

  • The College Funding Coach, “What is an ABLE account (529A savings plan)? Is it right for your family?” Editor’s Take: Thank you Austin Perryman and The College Funding Coach for your analysis of ABLE accounts, and for helping to build awareness, understanding and usage of them. Read to learn more.
  • InvestmentNews, “New type of 529 account underutilized by financial Advisers.” Editor’s Take: Thank you Emile Hallez for covering this article, discussing Andrea Feirstein‘s recently released ABLE report, and covering the Medicare recapture provision.
  • Institute on Disability, “Webinar: Virtual release of the annual disability statistics compendium.” Editor’s Take: Watch this four-part webinar series on the release of the data, updates to the data collection, and the impact of COVID-19 on data trends.
January 25th, 2021
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EDITORIAL: Paul Curley
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