Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers, accountants and estate planners who sell and service families and institutions in the college financial planning process by providing industry relevant news, product training and best practices.

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Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of College Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Financial Advisor Magazine, “K-12: A New 529 Planning Opportunity?” Editor's Take: Timely article the provides planning strategies around the expanded capability of 529s due to tax reform in 2017.
  • Reuters, “Column: Using 529 funds to pay for private school? Check new rules” and Forbes, “Your 529 plan may not follow new tax law.” Editor's Take: Thank you Gail MarksJarvis and Brian Boswell for providing insight on the recent H.R. 1 legislative update from a 529 plan and ABLE account perspective. Also, thank you for sourcing Strategic Insight and quoting Paul Curley in the article. As a quick reminder to the readers of the 529 Dash, contact your 529 plan provider, review your 529 plan provider's website and read your 529 plan’s disclosure statements for announcements relating to using 529 assets for K-12 tuition.
  • Edscoop, “Textbook savings add momentum to Oregon higher ed OER program.” Editor's Take: The cost of higher education goes beyond tuition to include textbooks, course fees, room and board. Therefore, it is important to help your clients to save and save efficiently for the direct and in-direct costs of college.
  • Brown Brothers Harriman, “Learning to launch: Financial tips for college-bound students.” Editor's Take: 5 suggestions for your clients that are parents of high school students. Good list, and worth the time for a quick review.
  • Linkedin, “2018 Illinois rising star.” Editor's Take: Congrats Jennifer Guimond-Quigley, and thank you for your insight on estate planning and college financial planning in the 529 Insiders article here.

Data: 3Q 2017 529 and ABLE Market Sizing Update

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

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ABLE Column Act

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

News, Research, Data & Resources:
Consumer Financial Protection Bureau, “Setting up and ABLE Account.”
Editor's Take: The new companion guide by CFPB will help you in discussions with potentials users of the product.
529 Insiders, “529 & ABLE 3Q 2017 529 Data Highlights”

Events: Strategic Insight ABLE Summit 2018 will be held on September 26, 2018, at the JW Marriott Orlando, Grande Lakes.

Events: Strategic Insight 529 Conference 2018

When: September 24-26, 2018
Where: JW Marriott Orlando, Grande Lakes
What: A highly interactive and educational industry gathering with the entire college financial planning ecosystem.

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January 29th, 2018
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