Issue 360

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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • Tools: Ohio’s 529 Plan, CollegeAdvantage, “Figure out your savings goals with Ohio 529 tools.” Editor’s Take: This pages provides access to several tools to help families to save and pay for education including a college savings estimator, cost of delaying savings calculator, and a tax benefit calculator. Check out the tools today, and also enter to win a contribution to your CollegeAdvantage account from the Cleveland Guardians here and FC Cincinnati here.
  • In case you missed it: Worldpay, “Worldpay Makes Giving the Gift of Education Even Easier.” Editor’s Take: There continues to be an opportunity to improve the process of providing friends and extended family with the ability to contribute to 529 accounts of those they love. While over $6.5 billion in gift contributions to 529 accounts have been made over the past 10 years, the ability to give a gift using a credit card will remove hurdles and modernize the experience, thereby, increasing contributions and improving outcomes for millions of students. Click the link to learn more about the new collaboration.
  • Bookmark Today: Vanguard, “It’s elementary: Using 529s to pay for K–12 education.” Editor’s Take: Congrats and thank you Vanguard for creating and sharing this white paper on the factors impacting the usage of 529s for K-12 tuition.
  • ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions
  • Market Data: 529 Insiders, “1Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2024 (March 31, 2024)? Click the link to learn more.
Events: 529 Conference 2024
  • Registration: Register here 
  • Dates: September 30, 2024 – October 2, 2024
  • Location: Ritz-Carlton Orlando, Grande Lakes, Florida; Book Hotel Room here
  • Welcome Reception: Sunday, September 29, 2024
  • 529 Essentials Seminar: Monday, September 30, 2024
  • Agenda Updates: 
    • Hyunmin Kim, Analyst, Multi-Asset & Alternatives Manager Research, Morningstar Research Services LLC, has been confirmed as a speaker on the “Investment Line-Up Trends and Outlook” 529 Conference panel.
    • Heather ZackJD, LLM, MSFP, CAP®, Manager, Advanced Planning, Commonwealth Financial Network®, has been confirmed as a speaker on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
    • Travis Brickfield, Senior Manager, Product Specialists – Mutual Funds, ETFs, and 529 Plans, Raymond James, has been confirmed as a speaker on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
  • Event Updates:
    • Thank you TIAA for the Presenting Sponsorship
    • 529 Conference 2024 marketing banners have been added to the 529 Dash e-newsletter and 529 Insiders blog
 
July 12th, 2024
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising: Paul Curley
paul.curley@issmarketintelligence.com
   
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