Editor's Picks

Issue 228:
– 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

529 Year-End Planning & Recap (December 9th): 

Please join us for the 529 Year-End Planning & Recap Webinar, sponsored by Ohio’s 529 Plan, CollegeAdvantage. Hosted by Tim Gorrell, Executive Director of Ohio’s 529 CollegeAdvantage, and Paul Curley, Director of Savings Research at ISS Market Intelligence, December’s webinar will close out the 2020 calendar by providing year-end reminders, tips and best practices, round-up of the Top 5 trends in 2020, and discuss the outlook for 2021 and beyond.

The session will also highlight 529 and ABLE industry announcements, market data updates, preview the 529 Distribution Analysis 2020 based on a new proprietary survey of advisers, and include Q&A with Tim and Paul.

Read more
News & Research: Article Round-Up

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

  • RFP by Texas Comptroller of Public Accounts, “Program manager services for the Texas Tuition Program Fund, the Texas College Savings Plan and the Texas ABLE Program.” Editor’s Take: The state of Texas has released a request for proposal for a program manager for any or all of the state’s 529 and ABLE programs. Click the link to learn more.
  • Municipal Securities Rulemaking Board (MSRB), “The path to systems modernization.” Editor’s Take: Thank you MSRB for creating and releasing your latest podcast on your team’s current initiatives and going forward outlook on how systems, data and technology will impact the landscape of the MSRB and municipal fund securities industry as a whole. Listen to the thirty-minute podcast, learn and grow.
  • ScholarShare529, “10 ways to pay for college without student loans.” Editor’s Take: Timely article written by Bright Horizons College Coach for ScholarShare’s website for parents looking to game plan how to efficiently save and pay for educational costs. Take a look at the order of operations, and pick up a tip or two.
ABLE Act Column

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

  • CalABLE Webinar, “Selecting investment options for your CalABLE account.” Editor’s Take: On December 10, CalABLE with Glenn Friedman, CFA, of TIAA-CREF Tuition Financing, will provide an educational overview on FDIC-insured savings options, target risk investments, and optimizing contributions. Register to learn more.
  • ABLE United Webinar, “Maximize your ABLE United account in 30 minutes.” Editor’s Take: On December 3, ABLE United with Sumday Administration will provide an educational overview on how to use an ABLE account including how to set up a customized gifting page. Register to learn more.
  • IRS, “ABLE accounts – Tax Benefits for people with disabilities.” Editor’s Take: The website was updated on September 19th, and I received this update with several additional resources on the landing page via email last week. Read, learn and grow.
November 30th, 2020
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EDITORIAL: Paul Curley
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