Issue 304

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:

  • 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.
  • Ohio’s 529 Plan, CollegeAdvantage, “10 benefits of saving for a higher education with Ohio’s 529 Plan.” Editor’s Take: Solid and timely list of benefits for 529s. Read, Learn 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, “2Q 2022 ABLE Market Sizing Highlights.” Editor’s Take: What was the ABLE market sizing as of June 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 100 cosponsors
Events: 529 Conference 2022

529 Conference 2022 will be held this week from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA. For those attending, look forward to seeing you there!


  • 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.
October 17th, 2022
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