Editor's Picks

Issue 262:
– 529 & ABLE News & Research

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:

  • Nasdaq, “TradeTalks.” Editor’s Take: Richard Ellis, Executive Director of my529, provided an overview of the differences between direct-sold plans and advisor-sold plans in a video here, and Devin McCarthy discussed bringing more awareness on 529 plans to families in a video here. Thank you my529, Jill Malandrino, Devin McCarthy and Nasdaq Fund Network for raising awareness of the importance of 529s and education financial planning, and watch the two videos to learn more. 
  • InvestmentNews, “Assets in 529 savings accounts increase by 6.1% in Q2.” Editor’s Take: Read the article for a market data update on 529 and ABLE accounts, and thank you InvestmentNews for citing and sourcing ISS Market Intelligence in the article.
  • 529 College Savings Plans, “Seven tips to achieve your college savings goals.” Editor’s Take: Thank you Linda Lambert of Wisconsin 529 College Savings Program at the Wisconsin Department of Financial Institutions (DFI) for creating and sharing this list of tips. Read to learn some new ideas.
  • ThinkAdvisor, “Clients can use 529 plans to pay for K-12 school. But should they?” Editor’s Take: Timely analysis of pros and cons of using 529s for K-12 tuition, and read the article for an overview on the topic.
  • 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 September 10, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 70 cosponsors
September 13th, 2021
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