Editor's Picks

– Upcoming Presentations
– News & Research
– Data
– 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, accountants and estate planners who sell and service families and institutions in the college financial planning process by providing industry relevant news, product training and best practices.

Please Read, Engage and Share.

Paul Curley, CFA
Editor-in-Chief of 529 Dash
Director of College Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

Upcoming Presentations

Join Strategic Insight and OppenheimerFunds on December 4, as we discuss strategies for creating customized education savings experiences that work for client’s specific situations. Click the link below to register today:

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News & Research: Article Round-Up

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

  • 529 Insiders, “Status board: K-12 state updates.” Editor's Take: New Jersey has been updated on the status board from “Not Allow K-12 Withdrawals State Tax Free” to “Allow K-12 Withdrawals State Tax Free” based information here by the New Jersey's Division of Taxation. Strategic Insight will continue to monitor the industry landscape, make updates to the status board in the 529 Insiders and report the updates in the 529 Dash.
  • 2.6% increase in student loan debt in 3Q 2018 to $1.44 trillion. Editor's Take: This was a small uptick in student loans compared to the 9.1% increase in student loan debt in the serious delinquency category. In other words, student loan debt is increasing in size and severity. Have the education financial planning discussion today.

Data: 3Q 2018 529 and ABLE Market Sizing Update

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

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ABLE Act Column

News, Research, Data & Resources:

  • CalABLE, “Attend a CalABLE launch event.” Editor's Take: CalABLE has announced two upcoming launch events. The first is on December 18th in Berkeley, California, while the second is on December 19th in Los Angeles, California. Congrats, and cheers to a successful launch.
  • NAELA News Journal, “Disability, Poverty, and the Policy Behind the ABLE Act.” Editor's Take: Good primer article to bookmark, and thank you for creating and sharing.
  • Twitter, “Tweets. Media.” Editor's Take: This section provides links to live photos taken and posted over the past week by ABLE program managers, and this week includes posts by ABLE New Mexico. Thank you for building awareness through outreach which will continue to help more families to successfully use ABLE accounts.
  • 529 Insiders, “3Q 2018 Strategic Insight 529 and ABLE Data Highlights”

Events: Strategic Insight ABLE Summit 2019 will be held on September 25, 2019, at the Ritz-Carlton, Amelia Island, Florida, to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts. Please save the date, and thank you for the support.

Events: SI 529 Conference 2019

Save the Date: Strategic Insight 529 Conference 2019 will be held from September 23-25, 2019, at the Ritz-Carlton, Amelia Island, Florida. Sessions:

  • 529 Conference: A highly interactive and educational industry gathering with the entire education financial planning ecosystem.
  • 529 Essentials: A pre-conference session to train professionals on 529 plans and education financial planning in a constantly evolving market.
  • ABLE Summit: A post-conference session to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.

Read more
 
November 26th, 2018
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.