Issue 305

529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash is to help institutions and financial professionals who help 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 529 plans and ABLE accounts.

Please Read, Engage and Share.

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

529 News & Research

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

  • 529 Insiders, “3Q 2022 529 Market Sizing Highlights.” Editor’s Take: What was the 529 market sizing as of September 30, 2022? Read the article to learn more.
  • Morningstar, “Morningstar 529 Ratings: The Top Plans and What They Offer.” Editor’s Take: Congrats to Patty Oey for releasing this year’s Morningstar Ratings for 529 savings plans. Read to learn about the latest trends and themes from Morningstar’s perspective.
  • Ohio Tuition Trust Authority, “Veterans Day: The Importance of Making a Plan.” Editor’s Take: Thank you Tim Gorrell for highlighting your story as a veteran and how 529s plans work with Post-9/11 GI Bill benefits. Click the link to learn more, and thank you for creating and sharing Tim. Also, read a new article by Ohio Tuition Trust Authority on “529 Truths to Conquer your College Savings Fears” here.
  • Orion’s The Weighing Machine podcast via Apple PodcastPodbean, and Listen Notes, “A Tax-Advantaged Way to Save for Education with Paul Curley.” Editor’s Take: Thank you Rusty Vanneman, CFA, CMT, and Robyn Murray for interviewing me for the podcast. In the podcast, we discussed why financial advisors should discuss 529s with their clients, the pros and cons of 529s, and the advisor’s role in helping clients invest in 529s. Listen, learn, subscribe and share.
ABLE Act Column

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

  • 529 Insiders, “3Q 2022 ABLE Market Sizing Highlights.” Editor’s Take: What was the ABLE market sizing as of September 30, 2022? Read the article to learn more.
  • ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of October 12, 2022, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 21 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 103 cosponsors
Events: 529 Conference 2023
  • 2023 Save the Date: 529 Conference 2023 will be held from September 19-21, 2023, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA. Please save the date.
November 14th, 2022
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EDITORIAL: Paul Curley
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