Editor's Picks

– News & Research
– Data
– ABLE Act Column

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
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Webinar, “Continuing Education: 529 Savings Plans 2019.” Editor's Take: 529 Dash is hosting an upcoming webinar with Thomas Rowley, Director of Retirement and Education Strategies with Invesco, on Wednesday, November 20th, at 1pm EST. Click the link to register, and see you there.
  • Wealthtender, “Less money stress, enjoy life more.” Editor's Take: Congrats to Brian Thorp for launching the new website. Checkout today in the link above.
  • Youtube by Capital Choice Advisors, “What's the best way to set aside funds for future college costs?” Editor's Take: The video provides an example of how an advisor is using college financial planning to grow their book of business. Click the video to gather ideas as well.
  • ThinkAdvisor, “Secure Act debate in Senate derails vote.” Editor's Take: The SECURE Act includes provisions relating to 529s and college financial planning, and continue read the 529 Dash for coverage and updates on the legislative developments.

Data: 3Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data that can be used by the media and other organizations.

Read more
ABLE Act Column

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

News, Research, Data & Resources:

  • Nerds Eye View, “Optimizing 529A ABLE plan contributions and distributions to benefit individuals with disabilities.” Editor's Take: Thank you Jeffrey Levine and Michael Kitces for covering ABLE accounts and raising the awareness and understanding of them, and much appreciated. Click the article to learn more.
  • Nelson & Nelson, “You may be ABLE to save for a disabled family member with a tax-advantaged account.” Editor's Take: The blog provides an example of how an accountant is using content marekting on ABLE accounts to grow their book of business. Click the blog to gather ideas as well.
  • Webinar by ABLE United, “How ABLE United and special needs trusts work together.”

November 11th, 2019
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