Editor's Picks

Issue 295:
– 529 News & Research
– ABLE Act Column
– 529 Conference 2022

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, 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 News & Research

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

  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor’s Take: Effective July 22, 2022 and per plan disclosure agreement here, Nebraska was updated from “Not Allow Student Loans & Allow Apprenticeship Withdrawals State Tax Free” to “Allow Student Loans & Allow Apprenticeship Withdrawals State Tax Free.” As such, Nebraska was updated to allow qualified 529 distributions for student loan repayments.
  • Ballard Spahr, “SEC Attorney Ernesto Lanza Rejoins Ballard Spahr Finance Practice in Washington, D.C.” Editor’s Take: Congrats to Ernesto Lanza, and best of luck in your new role. He has presented at the 529 Conference in the past and will present at 529 Conference 2022, and is an important contact for the 529 industry. As such, congrats and look forward to catching up again soon in Orlando in October. Please reach out to him to reconnect.
ABLE Act Column

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

  • Texas ABLE Program, “Texas ABLE Connections.” Editor’s Take: Congrats and thank you Texas ABLE on the continuation of your newsletter with sections on feature articles, key facts, savings ideas, tips and more. Have a look to learn more.
  • 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 22, 2022, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 21 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 87 cosponsors
Events: 529 Conference 2022

529 Conference 2022 will be held from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA. 


Agenda Updates: 

  • Ernesto Lanza, Securities Regulatory and Public Finance Counsel, Ballard Spahr LLP, has been confirmed as a panelist on the “Legislative & Regulatory Developments” 529 Conference panel
  • Jennifer Tierney, Executive Director, Product Development Manager, Morgan Stanley, has been confirmed as a panelist on the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference panel
  • Emily Wrightson, Principal, CAPTRUST, has been confirmed as a panelist on the “Stable Value for 529s” 529 Conference panel
  • Chuck Ranney, Vice President, Mutual Funds and 529 Plans, Ameriprise Financial, has been confirmed as a panelist on the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference panel
July 25th, 2022
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