Editor's Picks

Issue 250:
– News & Research
– ABLE Act Column
– 529 Conference 2021

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 college 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
Director of 529 & ABLE Research
ISS Market Intelligence
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • ISS Market Intelligence, “529 Industry Analysis Report.” Editor’s Take: The annual 529 Industry Analysis 2021 report is the only dedicated 529 source in the marketplace that explains how to get more families to save with your 529 plan from a demographic, legislative, product, marketing and distribution perspective based on a new proprietary survey of parents fielded in March and April 2021. Click the report landing page here to learn more.
  • The College Investor, “What is the average student loan monthly payment for US Borrowers?” Editor’s Take: While $393 is the average and $222 is the median, Robert Farrington provides a deep analysis and data points on the student loan issue such as 47.5% of borrowers have a growing loan balance. Click to learn more.
  • 529 College Savings Plans, “529s work with scholarships” by Tim Gorrell, Executive Director, Ohio Tuition Trust Authority. Editor’s Take: Thank you Tim Gorrell and Ohio Tuition Trust Authority for tackling one of the most common questions of “What happens if my child receives a full ride?” Read to add tools to your toolbox on how to fix this common (though broken) question.
  • HBKS Wealth Advisors, “529 Plans: The ins and outs of contributions and withdrawals.” Editor’s Take: Thank you Megan Williams for building awareness and understanding of 529 plans, and for helping clients in the education financial planning process.
ABLE Act Column

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

  • Vimeo, “NDSS ABLE Benefits.” Editor’s Take: National Down Syndrome Society (NDSS) and California State Treasurer Fiona Ma created and shared a video on the benefits of ABLE accounts. Participants in the video include Treasurer Ma, Kayla McKeon of NDSS, Matthew Ricks, CFP, of Haystack Financial Planning, and Eric Ochmanek of Ohio Treasurer’s Office.
Events: 529 Conference 2021

Why & What: The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem to ensure product training, insight and networking across the 529 and ABLE community.

When: November 2-4, 2021

  • 529 Essentials: November 2
  • 529 Conference: November 3 and 4
  • ABLE Summit: November 4

Where: Ritz-Carlton, Orlando, Florida

Registration opening soon.

June 14th, 2021
Contact Us
EDITORIAL: Paul Curley
Advertising: Paul Curley
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