Editor's Picks

Issue 224:
– Monthly Webinar Series
– News & Research

– 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 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

Monthly Webinar Series

Family Dynamics & Gifting Webinar: 

  • Just in time for the holiday season, November’s webinar, sponsored by Principal, will provide an overview of family aspects in the 529 storyboard including gifting numbers, themes and trends. In addition to key product training bullet points and reminders, the session will provide insight and market data from our proprietary research on the topic. 
  • The webinar will also spotlight 529 & ABLE 3Q 2020 data highlights, industry announcements and a Q&A session.

Register today, and thank you for the support.

Read more
News & Research: Article Round-Up

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

  • MNice Investor, Podcast on “How to use 529 plans in the age of COVID with Paul Curley, CFA, from ISS Market Intelligence.” Editor’s Take: Thank you for the opportunity Mark to participate in the podcast to discuss the benefits of 529 plans in general and in the new current age of COVID. We discuss a number of questions such as can a 529 plan pay a parent rent, K-12 tuition expenses, internet access, and PPE. Listen, learn and share, and congrats to Mark in launching the podcast.
  • ISS Market Intelligence, Webinar Replay on “529 Advisor Channel & Stable Value Product Webinar by Paul Curley of ISS Market Intelligence and Ed Kaminski, CIMA, of New York Life.” Editor’s Take: Click the link to replay the October 2020 webinar on the 529 advisor channel and stable value, and click the link here for a copy of the session’s slides from New York Life. Also, the monthly webinar includes 529 and ABLE industry updates, data and research releases and a question and answer question. Watch, learn, share and grow, and thank you for the support.
  • Inside Higher Ed, “Tuition rises at historically low rate amid pandemic.” Editor’s Take: Update on the landscape of college costs, and therefore an important article to review for education financial planning. CNBC also covered falling enrollment and revenue in their article here. Read, learn and share.
  • NEPC, “2020 higher education COVID-19 flash poll.” Editor’s Take: In October 2020, NEPC’s Endowments and Foundation’s team surveyed higher education leaders on the impact of COVID-19 on the current state and outlook of higher education, and the article provides a link to a presentation of a summary of the findings. Click to learn more.
  • Forbes, “IRS announces higher estate and gift tax limits for 2021.” Editor’s Take: The article provides links to IRS federal tax limits for 2021.
ABLE Act Column

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

  • Boston College Center for Retirement Research, “Disability accommodations help workers.” Editor’s Take: Timely article given the work from home environment, and filled with interesting statistics. Read, learn and grow.
  • IRS YouTube Video, “ABLE accounts.” Editor’s Take: Thank you IRS for publishing this video on ABLE accounts, and for helping to raise awareness of the product for families. Click to learn more.
  • Webinar, “Understanding IL ABLE.” Editor’s Take: On November 10, 2020, IL ABLE will host a webinar on ABLE benefits, public benefits, contributing to an ABLE account, taking distributions from IL ABLE, and managing the account. Register to learn more.
  • ISS Market Intelligence, “529 Advisor Channel & Stable Value Product Webinar by Paul Curley and Ed Kaminski.” Editor’s Take: This month’s webinar replay discussed ABLE industry announcements, commentary on early estimates on 3Q 2020 market data, and industry trends. Watch, learn and share, and thank you for the support.
  • SHRM, “Rep McMorris Rodgers on the ABLE Act: ‘It’s Personal.” Editor’s Take: Article rounds up Rep Kathy McMorris Rodgers’ conversation at the SHRM Inclusion 2020 virtual conference on the history of ABLE Act, subsequent legislation and changing attitudes going forward.
November 2nd, 2020
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