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

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

• Cision, “J.P. Morgan Asset Management Launches Future Path 529 Plan.” Editor’s Take: Congrats to J.P. Morgan on the launch, and learn more at the launch on the press release and the plan’s website here.
• Nasdaq, “The benefits of 529 plans and how Americans view higher education today.” Editor’s Take: Based on their most recent survey, Andrew Kadjeski of Vanguard provides their take on the benefits of 529 plans, how Americans view education today, and commentary on several industry trends. Watch, learn and share.
• 529 Insiders, “Target Market Analysis 2023: Trend of Parents Using 529s in 2023 vs 2017-2019.” Editor’s Take: What percentage of parents save for education with 529s in 2023, and how does that compare to pre-COVID levels in 2017, 2018, and 2019? Click the link to learn more.
• ISS Insights, “ISS Market Intelligence Releases Annual 529 Industry Analysis Report.” Editor’s Take: The annual report provides insight into the education financial planning decision making process of parents, based on a new proprietary survey fielded in April 2023. Click the link to learn more.
• Debt Free Guys with Paul Curley (YouTube Podcast), “How Changes to 529 Plans Could Fund Your Retirement.” Editor’s Take: The podcast discusses the recent expansion of 529 qualified expenses to include rollovers to Roth IRAs effective 2024. In addition to YouTube, you can listen to the podcast on Apple Podcasts, via the show notes, Spotify, and Stitcher. Listen, learn, and share, and thank you Dave and John for the opportunity to increase awareness and understanding of 529 and ABLE accounts.
• 529 Insiders, “1Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.

• Dates: September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Agenda: Now available here.
• Registration: Now open here.
• Venue: Link to event room block available here until August 18th. Please book while available as the event sold out of the room block early last year. 
• Agenda Updates: 
  • Jeffrey Bennett, Senior Portfolio Manager, Invesco, has been confirmed as a panelist on the “Investment Line-Up Trends and Outlook” 529 Conference session.
  • Maria Padin, General Manager, College Savings & ABLE Savings Administration, Catalis, has been confirmed as a panelist on the “Emerging Trends and Opportunities” 529 Conference session.
  • Anthony Durkan, Vice President, Head of 529 Relationship Management, Fidelity Investments, has been confirmed as a panelist on the “Direct-Sold Marking Strategies” 529 Conference session.

• ABLE Resources: SSA, IRS and FINRA provide information and guidance on how on how you can use ABLE accounts. Click the link and bookmark for future reference.
  • SSA (Social Security Administration), “Information about Tax-Free Savings Accounts for Disabled People”
  • IRS, “ABLE Accounts – Tax Benefit for People with Disabilities”
  • FINRA, “Investment Accounts: ABLE Accounts”
• 529 Insiders, “1Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.
• ABLE Summit 2023: 5th Annual In-Person Dedicated Event on ABLE Accounts
  • Date: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Agenda: Now available here.
  • Registration: Now open here.
  • Agenda Updates: 
    • JJ Hanley, Director, IL ABLE, has been confirmed as a panelist on the “Community, Legislative, Product, Marketing & Distribution Perspective” ABLE Summit session.

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