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Editor's Picks
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– 529 Insiders
– 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 and institutions 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC
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529 Insiders Article of the Week
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Executive Summary: Question and Answer with Anthony ONeal, Author of Debt Free Degree by Ramsey Press
- How does this national best-selling author and national spokesperson help families in the college financial planning process?
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Read more
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News & Research: Article Round-Up
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Here is what you need to know from stories, research and data released this week:
- SoundCloud, “529 Dash Podcast: Interview with Anthony ONeal.” Editor's Take: Listen to the live interview between Paul Curley and Anthony ONeal, Author of Debt Free Degree by Ramsey Press
- The Bond Buyer, “Ernesto Lanza is joining the SEC's muni securities office.” Editor's Take: Congrats and best of luck to to Ernie in his new role, and look forward to working together again with him on 529s in the near future. In the meantime, a look back at a photo of Ernie presenting at 529 Conference 2016 here and at 529 Conference 2018 here. Best of luck!
- Morningstar, “A Primer on Prepaid 529 Plans.” Editor's Take: Informative article on the prepaid industry. Read to learn more.
- NPR, “How to avoid a common mistake when it comes to paying for your kid's college tuition.” Editor's Take: As mentioned at the 529 Essentials Seminar 2019, would you rather have $100,000 in your pocket, or owe $5,654 in student loans? I thoughts so, and therefore help your clients to save and save efficiently for college as opposed to taking out student loans. Check out the article to learn more.
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ABLE Act Column
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ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.
News, Research, Data & Resources:
- ABLE United, “Want to Learn More About a Special Needs Trust?” Editor's Take: ABLE United is hosting this complimentary educational webinar on October 22nd from 11am to 12pm.
- Center for Retirement Research at Boston College, “Financial survival of low-income disabled.” Editor's Take: The article includes an overview of a new issue brief and study that provides insight into some of the issues that some current and potential ABLE account users face. The article also emphasizes how the circumstances vary greatly amongst the target market. Read the article to learn more.
- Center for American Progress, “Advancing economic security for people with disabilities.” Editor's Take: Solid read on an important topic.
- Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you ABLE New Mexico for helping to build awareness and understanding of ABLE accounts.
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Events: SI 529 Conference 2020
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When: September 24-26, 2020
Where: Ritz-Carlton Orlando, Grande Lakes
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem. The 529 Essentials is a pre-conference session to train professionals on 529 plans and college financial planning in a constantly evolving market, while the ABLE Summit delivers training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.
Photos from 529 Essentials Seminar at 529 Conference 2019:
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