Editor's Picks

Issue 239:
– News & Research
– ABLE Act Column
– 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 529s, ABLE accounts and education financial planning.

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 stories, research and data released this week:

  • ISS Insights, “2020 Impact on the 529 Industry.” Editor’s Take: Hosted by Tarun Garg, CFA, Head of College Savings at BlackRock, Devin McCarthy, Managing Director at NASDAQ Fund Network, and Paul Curley, Director of Savings Research at ISS Market Intelligence, February’s webinar provided commentary and data analysis of how 2020 has impacted the 529 industry market trends going forward compared to 2008, and how advisers have adapted to the industry landscape based on market insight and a new survey for advisers. Watch the replay in the link here.
  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor’s Take: Georgia and Minnesota were updated in the status board from “Not Clear or Decision Pending” to “Allow Student Loans & Allow Apprenticeship Withdrawals State Tax Free.” Click the link to view the current status board.
  • The College Investor, “How to use a 529 plan if your child doesn’t go to college.” Editor’s Take: Thank you College Investor and Robert Farrington for addressing this common question, and much appreciated. Read to learn or potentially revise your rebuttal book on one of the industry’s most common questions. In the meantime, keep up the great work Robert! (photo and video from 529 Conference 2019, and photo from FinCon 2019).
ABLE Act Column

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

  • MEFA, “Webinar: Attainable.” Editor’s Take: On March 8th at 6pm EST, Mary Rubenis of MEFA’s Attainable Program will provide an educational webinar on the basics of ABLE accounts. Register today, and thank you Mary for presenting at the ISS Market Intelligence ABLE Virtual Summit 2020
  • Rethinking65, “A boon for clients with disabled children, even adult ones.” Editor’s Take: Thank you Jeri Klein for creating and sharing an article on ABLE accounts and estate planning for advisers that also covers AKF Consulting’s recent ABLE industry report, and thank you for quoting and sourcing data in the article from ISS Market Intelligence. Read to learn more.
Events: 529 Conference 2021

When: November 2-4, 2021
Ritz-Carlton Orlando, Grande Lakes
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.

Updates: Please save the date of November 2-4, 2021.

March 8th, 2021
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EDITORIAL: Paul Curley
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