Editor's Picks

– 529 Insiders
– 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 and institutions who sell and service 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 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

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

529 Insiders

529 Dash Webcast Replay by Strategic Insight and Invesco from March 12, 2019

  • On March 12, 2019, Strategic Insight and Invesco hosted a 50-minute live webcast together on how 529 college savings plans and college financial planning can help advisers to grow and retain their book of business through inter-generational wealth transfers. The session featured the moderator of Paul Curley, CFA, Director of College Savings Research with Strategic Insight, along with speakers of Lisa Kueng, Director of Creative Campaigns with Invesco and co-author of “Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality,” and Toni Tamborello, Associate Director with Invesco CollegeBound 529 Plan. To replay the webcast, click the link below.

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News & Research: Article Round-Up

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

  • Alabama Office of State Treasurer, “529 Program Manager Services – CollegeCounts Program.” Editor's Take: On March 11, 2019, the State Treasurer of Alabama released a request for proposal (RFP) for a program manager of the state’s direct- and advisor-sold 529 savings plan programs. Read the article to learn more about deadlines and requirements.
  • Kipinger, “How to start saving for your child's college education.” Editor's Take: Jamie Letcher, CRPC, Financial Adviser with CUNA Brokerage Services, provides his perspective and 4 key steps in college financial planning with clients. Read the article to learn from your fellow adviser.
  • Roll Call, “Members of Congress are rich with student debt.” Editor's Take: Student loan debt and college affordability is rising in prioritization among families including Congress, which will help to create more legislation in support of 529s going forward. Have the conversation with your clients, today.
  • Sacramento Bee, “Will a $10,000 tax deduction inspire Californians to save for college?” Editor's Take: Thank you for quoting Strategic Insight in the article. Read the article to learn more about the potential launch of a state tax deduction.
  • Boston College Center for Retirement Rearch, “How does your wealth compare?” Editor's Take: While not necessarily related to college financial planning, the calculator does provide a benchmark for your wealth by age. Wish the calculator was for income instead? Well, your in luck as you can check it out here. Test it out, enjoy and share.

Data: 4Q 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.

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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:

  • United States Senate Special Committee on Aging, “Casey, Moran, Van Hollen, Roberts introduce bipartisan bill to expand ABLE savings program to more people.” Editor's Take: In March 2019, the US Senate introduced the ABLE Age Adjustment Act which would increase the age of onset for eligible accountowners from 26 years old to 46 years old. Also, thank you for correctly sourcing Strategic Insight in the market data section of the article.
  • Click on Detriot, “Michigan launches campaign for MiABLE savings program.” Editor's Take: Congrats on the launch, and thank you for working to build awareness and understanding of ABLE accounts.
  • Social Media, Editor's Take: This section provides links to live photos taken at events and posted over the past week by ABLE program managers and community leadership organizations, and this week includes posts by NDSS. Thank you for building awareness through outreach programs which will continue to help more families to successfully use ABLE accounts.

Events: SI 529 Conference 2019

Save the Date: Strategic Insight 529 Conference 2019 will be held from September 23-25, 2019, at the Ritz-Carlton, Amelia Island, Florida. Sessions:

  • 529 Conference: A highly interactive and educational industry gathering with the entire education financial planning ecosystem.
  • 529 Essentials: A pre-conference session to train professionals on 529 plans and education financial planning in a constantly evolving market.
  • ABLE Summit: A post-conference session to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.

Read more
March 18th, 2019
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.