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, accountants and estate planners who sell and service families and institutions in the college financial planning process by providing industry relevant news, product training and best practices.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of College Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • TwinCities.com, “Your money: funding a 529 plan as a retirement tax strategy.” Editor's Take: Bruce Helmer and Peg Webb, financial advisers at Wealth Enhancement Group (Securities offered through LPL Financial), provide an overview of how and why 529s may be able to help your clients in the estate planning process. Read the 529 Insiders article on 529s and intergenerational wealth planning here.
  • 529 Insiders, “The global impact of rising interest rates on college financial planning”
  • Last Week's Most Read Article: Robert W. Baird & Co., “Strategies for saving for college.” Editor's Take: As we approach summer and the upcoming fall semester, this article in Wealth Management Insights provides an informative outline on how to help your clients in the college financial planning process. Enjoy as part of your summer reading.

Data: 1Q 2018 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:

  • Twitter, “Tweets. Media.” Editor's Take: This section provides links to live photos taken and posted over the past week by ABLE program managers, and this week includes posts by Illinois ABLE. Thank you for building awareness through outreach which will continue to help more families to successfully use ABLE accounts.
  • 529 Insiders, “529 & ABLE 1Q 2018 529 Data Highlights”

Events: Strategic Insight ABLE Summit 2018 will be held on September 26, 2018, at the JW Marriott Orlando, Grande Lakes. Registration is now open, and early bird registration rates is available through June 22nd.

Events: Strategic Insight 529 Conference 2018

When: September 24-26, 2018
Where: JW Marriott Orlando, Grande Lakes
What: A highly interactive and educational industry gathering with the entire college financial planning ecosystem.
How: Registration now open, and early bird registration rates now available through June 22nd

Agenda Updates:

  • Richard Polimeni, Director of Education Savings Programs, Bank of America Merrill Lynch, Chair, College Savings Foundation, has been confirmed as a speaker on the “National Broker-Dealer’s View on Marketing and Distribution Strategies” panel.
  • Wayne Weber, CEO, GiftofCollege.com, has been confirmed as a speaker on the “Emerging Marketing and Distribution Channels” panel.
  • Alex Heuer, Associate Director of Business Development, Peachjar, has been confirmed as a speaker on the “Emerging Marketing and Distribution Channels” panel.

June 11th, 2018
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