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 and institutions 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
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • CollegeAdvantage, “Let the power of compound interest help your 529 plan take off.” Editor's Take: Thank you CollegeAdvantage for this important and compelling message on the importance of building momentum.
  • 529 Insiders, “Status Board: K-12 State Updates.” Editor's Take: Oregon has been updated from “Not Allow K-12 Withdrawals State Tax Free” to “Allow K-12 Withdrawals State Tax Free” with a special note of, “(Note: Prior state tax deduction for contribution recaptured, but growth portion not taxed).”
  • Recruiter's Corner, “Senior Asset Class Marketer (529 Plan) – #223089.” Editor's Take: Principal Global Investors is seeking to hire a 529 marketing manager located in one of three locations, and is open to remote candidates as well.

Data: 1Q 2019 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.

Read more
ABLE Act Column

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

News, Research, Data & Resources:

  • Nerd's Eye View at Kitces, “Choosing the right 529A plan for a special needs beneficiary.” Editor's Take: Thank you Andrew and Craig for the advisor's perspective on ABLE accounts, and for sourcing and quoting Strategic Insight in the article. Thank you, and click the article to learn more.
  • Enable Savings Plan, “Possibilities.” Editor's Take: Thank you First National Bank of Omaha for releasing this quarterly newsletter on ABLE accounts. The Summer 2019 issue features an overview of three years since launch, tips on summertime savings, and a spotlight on Disability Pride Month activity.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Register here.

Agenda Update:

  • Dante Allen, Executive Director, California ABLE Act Board, has been confirmed as presenter on the “ABLE Landscape: Meeting the Needs from All Perspectives” ABLE Afternoon Summit session.

Read more
 
July 15th, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.