Editor's Picks

– News & Research
– 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
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:

  • Business Insider, “The 529 plans Americans can use to save for college are more flexible than they’ve ever been — and you can use them for student loans.” Editor’s Take: Thank you Liz Knueven for quoting and sourcing me in the article, which includes a scenario on how to strategically use 529s to pay for student loans. Read to learn more.
  • SavingforCollege.com, “Why Financial Advisors Should Want to Do More Education Planning Now.” Editor’s Take: Thank you Chris Stack for your timely insights and perspective on 529 distribution hurdles and opportunities. Click the link to the article to learn 5 reasons and much more. In the meantime, thank you Chris for all that you do for the 529 industry overall and for the 529 Conference over the years including 20152016, 20172018 and 2019, and long before then as well. Much appreciated Chris, and the industry, financial advisors and broker-dealer home offices appreciate your great work as well!
  • Institutional Shareholder Services, “529 Legislative Update Webinar.” Editor’s Take: Thank you ISS for including April’s 529 Webinar Series recording on your YouTube channel to help build awareness and understanding of 529 and ABLE accounts. Click the link to watch the video to learn more.
ABLE Act Column

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

News, Research, Data & Resources:

  • Femme Frugality (Brynne Conroy), “ABLE to Work shelters more money from asset tests.” Editor’s Take: Thank you Brynne for creating and sharing this article on the ins and outs of ABLE to Work Act, and much appreciated. Read to learn more.
  • Social Security Administration, “Work Incentives Seminar Events.” Editor’s Take: On May 27, SSA is hosting a webinar on working from home with Ticket to Work. Click the link to register to learn more.
  • Institutional Shareholder Services, “529 & ABLE Legislative Update Webinar – Replay.” Editor’s Take: Click the link to view a YouTube recording of the April 529 webinar by Paul Curley, and thank you for the support.
Events: 529 Conference 2020

Save the Date: 529 Conference 2020 will be held from September 24-26, 2020, at the Ritz-Carlton Orlando, Grande Lakes.


  • 529 Conference Agenda Update: William Reilly, CFP®, CIMA®,Director, Product Management –529, DAF & Offshore Mutual Funds,UBS Financial Services, Inc., has been confirmed as a panelist on the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” panel. (Photos from 529 Conference 2018, 2017, 2016)
Quote of the Week

“It’s so important to save and get out of that student loan debt issue that keeps growing and growing,” says Paul Curley, director of savings research at ISS Market Intelligence.

Read more
May 11th, 2020
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