Editor's Picks

Issue 266:
– 529 & ABLE News & Research
– 529 Virtual Conference 2021

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 college 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
Director of 529 & ABLE Research
ISS Market Intelligence
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • Rich Habits by Tom Corley, “Smart money habits at the three most important stages of your life.” Editor’s Take: Thank you Tom Corley for highlighting education financial planning with 529s as a smart money habit for families. Read the article for the full list. 
  • YouTube by Vermont Student Assistance Corporation (VSAC), “VSAC shows you how: 529 plans.” Editor’s Take: Marilyn Cargill and Rich Westman of VSAC provide a 48-minute video on the education financial planning landscape, 529 plans overall and VSAC specifically. Watch to learn more.
  • 529 Insiders, “Target Market Analysis 2021: Trend of Parents Using 529s in 2021 vs 2017-2019.” Editor’s Take: How has the pandemic impacted the percentage of parents saving for education with 529s in 2021 compared to pre-COVID levels in 2017, 2018, and 2019? Read the article to learn more.
  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor’s Take: Which states have passed, have not passed, and will or will not pass enabling legislation to include student loans and apprenticeships as 529 qualified expenses for state tax purposes?
  • 529 Insiders, “Status Board: K-12 State Updates.” Editor’s Take: Which states have passed, have not passed, and will not pass enabling legislation to include K-12 tuition as a 529 qualified expense for state tax purposes?
  • 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, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 70 cosponsors
Events: 529 Virtual Conference 2021

When: November 2-4, 2021

Where: Virtual

What & Why: The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem to ensure product training, insight and networking across the 529 and ABLE community.

How: Register now

October 18th, 2021
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EDITORIAL: Paul Curley
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