Editor's Picks

Issue 254:
– 529 Conference 2021
– 529 News & Research
– ABLE Act Column

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 college 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
Twitter: @PaulCurleyBC

Events: 529 Conference 2021 - Registration Now Open

What & Why: The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem to ensure product training, insight and networking across the 529 and ABLE community.

When: November 2-4, 2021

  • 529 Essentials: November 2
  • 529 Conference: November 3 and 4
  • ABLE Summit: November 4

Where: Ritz-Carlton Orlando Grade Lakes, Florida, U.S. 


  • Registration: Now open here. Look for your invitation for the 529 Conference coming this afternoon.
  • Agenda: Now available here.
News & Research: Article Round-Up

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

  • 529 College Savings Plans, “Daddy, what is college?” Editor’s Take: Thank you Ross Loehr of Intuition College Saving Solutions for your timely editorial article on the importance of college financial planning and engaging children throughout the process. Learn more about the story by reading the article.
  • Upromise, “10 things about saving for college every Florida family should know.” Editor’s Take: Interesting infographic on the story board of education financial planning. Thank you Upromise for creating and sharing.
  • Barron’s, “A Loophole Makes ‘529’ Plans Good Wealth Transfer Tools. Here’s How to Use Them.” Editor’s Take: Interesting introduction to the concept of a “Family Education Endowment.” Hopefully the article increases awareness of this concept and more on the important estate planning elements of 529 plans. Also, congrats to financial advisor Mark Struthers on the quote in the article, and thank you for sharing your financial planning perspective and insight on 529s for noneducational expenses.
ABLE Act Column

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

  • The College Funding Coach, “529 ABLE account PSA: Saving for college for disabled individuals.” Editor’s Take: Thank you Willis Holdeman, MBA, ChFEBC, and The College Funding Coach for raising awareness and usage of ABLE accounts, and much appreciated. 
  • CalABLE, “CalABLE Quarterly.” Editor’s Take: This quarterly features the following sections: From the Director, investment options, special needs trust overview, be money smart, ABLE Age Adjustment Act, Americans with Disability Act, and common questions. Learn more about these topics by reading today, and thank you CalABLE for building awareness and understanding of ABLE accounts.
  • ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of July 9, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 62 cosponsors
July 12th, 2021
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EDITORIAL: Paul Curley
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