Editor's Picks

– 529 Insiders Article of the Week
– News & Research
– Data
– ABLE Act Column
– Events
– Quote of the Week

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

529 Insiders Article of the Week

The Global Impact of Rising Interest Rates on College Financial Planning

  • How does rising national and global interest rates impact student loans and college affordability?

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News & Research: Article Round-Up

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

  • Planadviser, “Non-mortgage debt derails retirement savings for many.” Editor's Take: The article hightlights the statistic that 71% of employees hold non-mortgage debt such as car loans, student loans or credit card debt. Collectively, working with your client on college financial planning will help to minimize or eliminate the domino effect of needing to use other types of debt. Also, 68% of retirement plan advisers report that selling 529s helps them retain clients, and 42% that the plans help them attract clients. As such, help your clients to save and save efficiently.
  • Financial Advisor Magazine, “The latest college scene.” Editor's Take: Article provides discussion on the new K-12 provision for 529 plans.
  • Forbes, “How to save for rising education costs and potentially get a tax deduction.” Editor's Take: The article provides an example of how you can create and distribute college financial planning content to grow your book of busines.
  • Last Week's Most Read Article: Student Loan Hero, “Taking out a parent PLUS loan? Read these 6 pros and cons first.” Editor's Take: Timely refresher on PLUS loans. Read for an update, or reminder.

Data: 4Q 2017 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.

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ABLE Act Column

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

News, Research, Data & Resources:
529 Insiders, “List of Open ABLE Programs.” Editor's Take: The list has been updated to reflect the launch of programs in Arizona and Wyoming.
Spokesman-Review, “Breaking with GOP, McMorris Rodgers votes against major change to the Americans with Disabilities Act”
529 Insiders, “529 & ABLE 4Q 2017 529 Data Highlights”

Events: Strategic Insight ABLE Summit 2018 will be held on September 26, 2018, at the JW Marriott Orlando, Grande Lakes.

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.

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Quote of the Week

“Our clients commonly ask whether they are saving enough and in the right way to retire someday, and how best to fund their children’s college education, while balancing the cash flow needs of today with those of tomorrow – and getting the whole family on board with the plan.”
– Sheryl Garrett, CFP, the founder of Garrett Planning Network

Read more
March 12th, 2018
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