Editor's Picks

Issue 221:
– 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 Advisor Channel & Stable Value Product Webinar:

  • The October monthly webinar, sponsored by New York Life, will discuss the 529 advisor channel, updates to the advisor-sold status boards, and product training on Stable Value. In addition to a conversation on capital preservation investment options, the session will provide best practices for due diligence, and a discussion on commons myths and misconceptions regarding the different structures.
  • Additionally as covered every month, the presentation will provide 529 & ABLE industry announcements, research and market data updates, and question and answer opportunities throughout.

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:

  • Smart Women Smart Money, “National Savings Day: How my parent’s sacrifices made my future bright.” Editor’s Take: Timely article on the importance of saving and saving efficiently for family financial goals such as education financial planning.
  • T.Rowe Price News Release, “T.Rowe Price College Savings Plan and Alaska 529 to enhance investment options and reduce fees.” Editor’s Take: Congrats and thank you Christine Akins for your quote in the article, and read the press release to learn more.
  • Forbes by Robert Farrington of College Investor, “Can you use a 529 plan for K-12 home schooling?” Editor’s Take: Thank you Robert for building awareness and understanding of the most recent expansion of qualified distributions for 529s plans, and for presenting at 529 Conference 2019 in the photos here and here. You can review the current status board of SECURE Act 529 State Updates by ISS Market Intelligence here.
ABLE Act Column

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

  • Webinar by National Disability Institute, “The extra costs of living with a disability: New research findings and policy implications.” Editor’s Take: Seven speakers from several perspectives will provide an overview of the extra cost and its implications. In addition to new research findings, the webinar will feature policy implications which do impact policy work on ABLE accounts. Register and learn. In the interim, thank you Stephen McGarity, Assistant Professor, School of Social Work, University of Tennessee, for the invitation and for presenting at the webinar.
  • Autism Speaks, “Autism Speaks applauds introduction of the supporting children with disabilities during COVID-19 Act.” Editor’s Take: Thank you Autism Speaks for your leadership in supporting this initiative, and click the link to learn more.
  • 529 Insiders, “2Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: 70,873 accounts invested $469.4 million in assets in ABLE (529A) accounts as of 2Q 2020 (June 30, 2020).
October 12th, 2020
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