Editor's Picks

Issue 241:
– News & Research
– 529 Conference 2021

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals 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 education financial planning, 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

Here is what you need to know from 529 and ABLE stories, research and data released this week:

  • 529 Insiders, “February 2021 Webinar: 2020 Impact on the 529 Industry.” Editor’s Take: Replay of a 529 educational webinar sponsored by Nasdaq Fund Network available to view on-demand.
  • 529 Insiders, “State by State Overview of Potential 529 Plan State Tax Benefits on Contributions.” Editor’s Take: The page was updated last week with new links, and will be updated going forward as updates become available. Review, bookmark and share.
  • IRS, “2020 Publication 970 – Tax Benefits for Education.” Editor’s Take: Important and informative read on the ins and outs of 529 plans. I find a number of questions I receive source back to this document directly, and so I suggest that you review and bookmark for future reference as well.
Events: 529 Conference 2021

When: November 2-4, 2021

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

Where: Ritz-Carlton Orlando
What & Why: 
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.


  • Please save the date of November 2-4, 2021.
  • Event website has been launched here.
Read more
March 29th, 2021
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EDITORIAL: Paul Curley
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