Issue 311

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 & ABLE News & Research

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

  • List of articles below covering the 529 and ABLE provisions in SECURE 2.0 to learn more and to bookmark for future reference: 
    • Legiscan: Direct source to H.R. 2617 wording of 529 provision on page 2112 and ABLE provision on page 2106. This will allow you to directly see the list of capabilities, requirements, and restrictions.
    • The White House: Announcement confirming the passage of H.R. 2617
    • Commonwealth Financial Network: From a broker-dealer home office and advisor perspective. Thank you and great article David Haughton, JD.
    • Kitces: From an advisor’s distribution and financial planning perspective
    • AKF Consulting: Analysis from a state-run perspective. Thank you Andrea Fierstein and the AKF Consulting team for creating and sharing.
    • Ascensus: From a product provider and recordkeeper perspective
    • Disability Scoop: From a developmental disability perspective
    • Forbes: From a personal finance content creator perspective
  • YouTube by KRQE News 13 in Albuquerque, New Mexico, “The Education Plan helps families plan for future education.” Editor’s Take: Thank you Carolyn Fittipaldi and The Education Plan for creating and sharing this video with television news station KRQE in New Mexico to help raise awareness of the importance of education financial planning and how 529s can help. Watch for myth busters, tips and best practices. 
  • Ohio Tuition Trust Authority, “Be SMART with your higher education savings goals.” Editor’s Take: Thank you OTTA for creating and sharing 529 tips on how to start the education financial planning process right in 2023, and thank you for creating last month’s webinar with us in the replay here. Watch, learn and share.
Research Release: 2022 529 Distribution Analysis Report Released by ISS Market Intelligence

Based on a new proprietary survey of advisers released in December 2022, this study by ISS Market Intelligence provides clients with actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies to better align with the needs of advisers, their home offices and their clients. Click the link here to request a table of contents, list of tables and charts, and how to purchase to the report.

January 9th, 2023
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